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INVESTMENT INSIGHTS
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Chart of the Month – The return of higher yields marks the end of an era
January 2023
The return of higher yields marks the end of an era The film “The return of the Jedi…
Read MoreDecember General Markets Comments
January 2023
December General Markets Comments "Heroes" - David Bowie, 1977. 2022 could have been year for heroes in financial markets.…
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Is thematic investing over?
December 2022
Is thematic investing over? After valuations have adjusted in 2022, the trend will continue. During the previous 5…
Read MoreCommentaires de marché – Novembre
December 2022
Commentaires de marché - Novembre "Don’t Stop" - Fleetwood Mac, 1977. Un hommage à la regrettée Christine McVie…
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Gráfico del mes – Los gestores hedge funds global macro estan de vuelta
December 2022
Los gestores hedge funds global macro estan de vuelta El fin de la era del dinero gratis y…
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Chart of the Month – Global macro hedge fund managers are back in the game
December 2022
Global macro hedge fund managers are back in the game The end of the free money era &…
Read MoreNovember General Markets Comments
December 2022
November General Markets Comments "Don’t Stop" - Fleetwood Mac, 1977. A tribute to the late Christine McVie (1943-2022).…
Read MoreHedge fund managers know how to profit from crises
November 2022
Hedge fund managers know how to profit from crises Energy may be the topic on everyone’s mind, but…
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Chart of the Month – Stay away from greenwashing!
November 2022
Stay away from greenwashing! European Sustainable Fund Flows Compared with Conventional Fund Flows ($ Billion) Greenwashing is…
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Gráfico del mes – No se deje engañar por el greenwashing.
November 2022
No se deje engañar por el greenwashing. Últimamente, el greenwashing se ha vuelto muy popular. Pero, ¿qué…
Read MoreOctober General Markets Comments
November 2022
October General Markets Comments «Fade Out Lines» - The Avener Rework, 2014 Charts lines from the 12 to…
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