Slow food for thought

Insights and research on global events shaping the markets

2022 seems to mark a turning point in international relations, with major implications for the global economy and financial markets.

The “Oil for dollars” deal between OPEC and the US has been in place since the 1970s. However, multiple geopolitical and economic factors could challenge its supremacy.

Actively managed Exchange Traded Funds (ETFs) have been gathering a lot of interest over the last few years. How do they differ from other ETFs? How do they compare with actively managed mutual funds?

Jay Powell's speech at the famous Jackson Hole Symposium was expected to be a “non-event” for financial markets. However, last Friday the S&P 500 experienced its biggest daily drop since mid-June. What are the reasons behind this sharp pullback?

Sluggish nuclear production, a gas market disrupted by the war in Ukraine and the unexpected effects of heat waves are sending European electricity prices into the stratosphere. How high can prices go? What are the consequences for the European economy?

Several factors seem to indicate that the euro may continue to depreciate against the franc, even though most of the bad news seems to be discounted already.

Since its June lows, the S&P 500 has rebounded more than 15%. Is this the beginning of a new bull market or an opportunity to further reduce portfolio risk?

Wall Street has its share of mysteries, not least the 'night effect', a market anomaly whereby money invested in US stocks works better at night than during the day.

As Prime Minister Boris Johnson gets ready to leave office, what is the outlook for the UK economy and financial assets?

With the dollar soaring and inflation rates reaching record levels, we may have entered a new era where countries seek to strengthen their currencies rather than weaken them.

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