Slow food for thought
Insights and research on global events shaping the markets
Why the end of negative interest rates is no obstacle to the continued bull market in Japanese equities?
The global growth cycle hit its lowest point in 2023 and is now picking up. Earnings estimates have been creeping higher. Although central banks are hesitant to lower interest rates at this moment, they are conveying more accommodative signals to the market, which maintains the prevailing "risk-on" sentiment.
The price of bitcoin has surged sharply since the beginning of the year, having increased almost fivefold from its 2022 lows. How high can the price go? In this article, we attempt to answer this question using two very distinct valuation models
In an effort to reduce the BRICS member state’s dependence on global financial institutions in 2024, they will be testing exchanges between themselves in national currencies, through a common system.
Which investment strategies are likely to generate the best long-term returns on equity markets?
After an exceptional year in 2023, major US technology stocks are reaching new heights, thanks notably to the artificial intelligence (AI) hype. Are we reliving a phenomenon similar to that of the Internet bubble of the 2000s?
US economy rebounds with robust job creation and wage growth. Risk assets soar with the S&P 500 hitting historic highs and Japan's Nikkei 225 at a 34-year peak. Our diversified strategy pays off; adjusting Switzerland and Emerging Markets in equities, upgrading GBP yield curve in fixed income, and tweaking forex positions.
Joe Biden's administration has put in place a vast investment programme that should strengthen the United States' dominant industrial position, particularly vis-à-vis Europe. But at what cost?
The two announced candidates for the US presidential election have diverging political and economic agendas. With possible consequences for stock market performance.
Disappointing performance from some ESG-labelled ETFs, record numbers of ESG fund closures in the US, increasing cases of "greenwashing"... Responsible investment is at a turning point. Find out more below.
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