Latest News

Some of our investment ideas

Currencies. The SNB goes off on its own

Date: 27 September, 2018
More than widely expected, the SNB left its policy rates unchanged. Its assessment of the CHF situation was unchanged too.. . . . Read More

Currencies. Carney is warning politics

Date: 20 September, 2018
After hiking rates in August, the Bank of England kept its policy stance unchanged, as widely expected. After a series. . . . Read More

Looming storms on the horizon

Date: 14 September, 2018
Investment Conclusion: Unchanged allocation as light remains orange... Regime  shifts underway No decisive shift (yet) in bonds to equities correlation,. . . . Read More

Currencies. CHF safe-haven status confirmed

Date: 13 September, 2018
The Swiss economy grew at a fast pace in H1 2018, boosted by income from world cup licenses, robust foreign. . . . Read More

Currencies. The “Fragile Five” are coming back 

Date: 6 September, 2018
It would not be the first time that acronyms emerge at the worst moment. Financial markets history is replete with. . . . Read More