---
title: Slow food for thought | Charles-Henry Monchau, CFA, CMT, CAIA (10)
description: Chief Investment Officer (10)
---

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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)
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<https://blog.syzgroup.com/slow-food-for-thought/addressing-europes-energy-crisis>

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

#### [Addressing Europe’s energy crisis](https://blog.syzgroup.com/slow-food-for-thought/addressing-europes-energy-crisis)

Earlier this month, a historic blackout hit Spain and Portugal, leaving 55 million in the dark for over 12 hours. Power’s back—but Europe’s energy system just got exposed.

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

|

27/05/2025

<https://blog.syzgroup.com/slow-food-for-thought/chinas-gold-strategy-and-de-dollarisation>

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

#### [China’s gold strategy and de-dollarisation](https://blog.syzgroup.com/slow-food-for-thought/chinas-gold-strategy-and-de-dollarisation)

While the recent Geneva trade agreement signalled an ease in US-China trade tensions, Beijing continues to quietly pursue a deeper strategic shift, building gold reserves and promoting the yuan to reduce dollar dependence and reshape the global monetary landscape on its own terms.

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

|

20/05/2025

<https://blog.syzgroup.com/slow-food-for-thought/key-takeaways-from-trumps-middle-east-trip>

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

#### [Key takeaways from Trump’s Middle East trip](https://blog.syzgroup.com/slow-food-for-thought/key-takeaways-from-trumps-middle-east-trip)

In May 2025, Trump’s Gulf tour secured major deals in defence, energy, AI, and more—marking a new era in US–Middle East strategic partnership.

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

|

16/05/2025

<https://blog.syzgroup.com/slow-food-for-thought/warren-buffets-magic-formula>

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

#### [Warren Buffet’s “Magic Formula”](https://blog.syzgroup.com/slow-food-for-thought/warren-buffets-magic-formula)

Since Berkshire Hathaway's launch, the conglomerate is up over 5,500%. How did Warren Buffet do it?

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

|

13/05/2025

<https://blog.syzgroup.com/slow-food-for-thought/byd-build-your-dreams>

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

#### [BYD: Build Your Dreams](https://blog.syzgroup.com/slow-food-for-thought/byd-build-your-dreams)

In 2024, Chinese automaker BYD dethroned Tesla for the first time to become the world's leading manufacturer of electric cars. BYD is now conquering Europe and Switzerland.

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

|

06/05/2025

<https://blog.syzgroup.com/slow-food-for-thought/a-decade-on-the-wrist-how-the-apple-watch-redefined-tech-and-health>

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

#### [A decade on the wrist: how the Apple Watch redefined tech and health](https://blog.syzgroup.com/slow-food-for-thought/a-decade-on-the-wrist-how-the-apple-watch-redefined-tech-and-health)

Ten years after its debut, the Apple Watch has evolved from an iPhone accessory into a globally recognised leader in wearable technology, blending health tracking, digital utility, and brand identity. With over 100 million users and billions in annual revenue, its impact is undeniable.

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

|

29/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/out-of-this-world-the-thrill-of-space-tourism>

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

#### [Out of this world: the thrill of space tourism](https://blog.syzgroup.com/slow-food-for-thought/out-of-this-world-the-thrill-of-space-tourism)

Once the stuff of science fiction, space tourism is fast becoming a reality—reserved for few, watched by millions, and sparking profound questions about the future of our planet.

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

|

23/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/five-financial-bubbles-in-market-history>

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

#### [Five financial bubbles in market history](https://blog.syzgroup.com/slow-food-for-thought/five-financial-bubbles-in-market-history)

This article explores five of the most famous financial bubbles in history. As capital floods into the technology sector, one question lingers: could AI be the next bubble?

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

|

16/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/the-rise-of-national-capitalism>

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

#### [The rise of national capitalism](https://blog.syzgroup.com/slow-food-for-thought/the-rise-of-national-capitalism)

As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests.

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

|

01/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/investors-eye-russian-markets-as-ukraine-war-nears-end>

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

#### [Investors eye Russian markets as Ukraine War nears end](https://blog.syzgroup.com/slow-food-for-thought/investors-eye-russian-markets-as-ukraine-war-nears-end)

As diplomatic talks between the US, Russia, and Ukraine continue, investors are closely watching for potential opportunities in a re-opened Russian market despite the significant risks that remain. The prospect of a ceasefire and improved relations between Moscow and Washington has triggered speculation about the future of sanctions and possible market access, fuelling interest in Russian assets that have been largely off-limits since the war began.

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

|

25/03/2025

[❮](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/9)

[8](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/8) [9](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/9) [10](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/10) [11](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/11) [12](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/12)

[❯](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/11)

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