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Some of our investment ideas

Noise and signal

Date: 26 July, 2021
Usually, it takes the central banks to ¨remove the punchball¨, or a recession, to seriously derail financial markets. At first,. . . . Read More


Date: 15 July, 2021
Sometimes it does not take much for economic forecasters and markets’ mood, which are fickle by nature, to turn around.. . . . Read More

A thorn in the flesh

Date: 5 July, 2021
The wealth effect engineered by the Fed, thanks to its ultra-accommodative monetary policy, is observable not only in equity markets,. . . . Read More


Date: 28 June, 2021
¨Inflation¨, this strange animal Everyone talks about it, each economist gives his or her opinion, historians multiply comparisons. In fact,. . . . Read More

A long carrier wave for China?

Date: 16 April, 2021
China emerged stronger from pandemic… …to such an extent that its leaders, strengthened by the multiple disturbing events taking place. . . . Read More