---
title: Slow food for thought
description: Slow food for thought
---

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## **Slow food** for thought

Insights and research on global events shaping the markets

- [All](https://blog.syzgroup.com/slow-food-for-thought)
- [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)
- [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thought/tag/asset-allocation-insights)
- [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook)

<https://blog.syzgroup.com/slow-food-for-thought/the-market-that-never-sleeps>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [The market that never sleeps](https://blog.syzgroup.com/slow-food-for-thought/the-market-that-never-sleeps)

Wall Street closes at 4 p.m., but a growing share of trade now carries on through the night. Welcome to the world of tokenised assets.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

13/10/2026

<https://blog.syzgroup.com/slow-food-for-thought/market-insights-q4/2026>

[Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook)

#### [Market Insights - Q4/2026](https://blog.syzgroup.com/slow-food-for-thought/market-insights-q4/2026)

Higher yields, stronger earnings, scarcer things

**[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)**

|

08/10/2026

<https://blog.syzgroup.com/slow-food-for-thought/what-anthropics-leaked-prospectus-reveals-ahead-of-its-ipo>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [What Anthropic's leaked prospectus reveals ahead of its IPO](https://blog.syzgroup.com/slow-food-for-thought/what-anthropics-leaked-prospectus-reveals-ahead-of-its-ipo)

Anthropic is preparing what could be the largest IPO in history, at a valuation of up to $2tn. A leaked draft of its prospectus reveals twelvefold revenue growth and an $8bn operating loss, and places unprecedented emphasis on the risks of AI, an already sensitive subject.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

06/10/2026

<https://blog.syzgroup.com/slow-food-for-thought/the-burden-of-proof-has-shifted-to-earnings>

[Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thought/tag/swiss-perspectives)

#### [The burden of proof has shifted to earnings](https://blog.syzgroup.com/slow-food-for-thought/the-burden-of-proof-has-shifted-to-earnings)

Mapping the Swiss investment landscape

**[Florian Marini, CFA, CMT](https://blog.syzgroup.com/slow-food-for-thought/author/florian-marini)**

|

02/10/2026

<https://blog.syzgroup.com/slow-food-for-thought/central-banks-join-the-bond-market>

[investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing)

#### [Central banks join the bond market](https://blog.syzgroup.com/slow-food-for-thought/central-banks-join-the-bond-market)

AAI

**[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)**

|

02/10/2026

<https://blog.syzgroup.com/slow-food-for-thought/revolut-wants-to-be-a-swiss-bank.-should-swiss-private-banks-worry>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Revolut wants to be a Swiss bank. Should Swiss private banks worry?](https://blog.syzgroup.com/slow-food-for-thought/revolut-wants-to-be-a-swiss-bank.-should-swiss-private-banks-worry)

Our short answer: Revolut is not a threat to the Swiss private banking model. It is a threat to Swiss private banks that have stopped practising it.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

29/09/2026

<https://blog.syzgroup.com/slow-food-for-thought/metas-muse>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Meta's Muse](https://blog.syzgroup.com/slow-food-for-thought/metas-muse)

Hype, substance, and what it means for investors

**[Jakub Dubaniewicz](https://blog.syzgroup.com/slow-food-for-thought/author/jakub-dubaniewicz)**

|

23/09/2026

<https://blog.syzgroup.com/slow-food-for-thought/bitcoin-has-changed-clocks-three-times.-its-changing-again>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Bitcoin has changed clocks three times. It’s changing again.](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-has-changed-clocks-three-times.-its-changing-again)

For a decade, bitcoin traded on its own calendar. Then it traded on the Fed's. This month, it rallied 30% through a rate hike, a failed bill and a 5% Treasury yield — the clearest sign yet that it is starting to trade on the Treasury's.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

23/09/2026

<https://blog.syzgroup.com/slow-food-for-thought/is-greece-the-new-place-to-be>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Is Greece the new place to be?](https://blog.syzgroup.com/slow-food-for-thought/is-greece-the-new-place-to-be)

Athens is quietly becoming a new destination for Europe’s wealthy and financial elite. Tax incentives, stronger growth and a more credible market environment are now drawing fund managers as well as private fortunes.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

22/09/2026

<https://blog.syzgroup.com/slow-food-for-thought/rethinking-active-and-passive-investing>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Rethinking active and passive investing](https://blog.syzgroup.com/slow-food-for-thought/rethinking-active-and-passive-investing)

“Don’t look for the needle in the haystack. Just buy the haystack!” John C. Bogle, 2007 the founder of Vanguard. The advice still holds. But the haystack has changed: ten stocks now make up 38% of the S&P 500.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

15/09/2026

[1](https://blog.syzgroup.com/slow-food-for-thought/page/1) [2](https://blog.syzgroup.com/slow-food-for-thought/page/2) [3](https://blog.syzgroup.com/slow-food-for-thought/page/3) [4](https://blog.syzgroup.com/slow-food-for-thought/page/4) [5](https://blog.syzgroup.com/slow-food-for-thought/page/5)

[❯](https://blog.syzgroup.com/slow-food-for-thought/page/2)

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