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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## **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) [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Alert: US bonds in turmoil what’s really at play?](https://blog.syzgroup.com/slow-food-for-thought/alert-us-bonds-in-turmoil-whats-really-at-play) The final countdown has begun with only two weeks left until the 2024 U.S. presidential election, and people are all in on the betting markets. **[Gaël Fichan](https://blog.syzgroup.com/slow-food-for-thought/author/gaël-fichan)** | 25/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [US elections: should we follow the odds predicted by betting websites?](https://blog.syzgroup.com/slow-food-for-thought/us-elections-should-we-follow-the-odds-predicted-by-betting-websites) The final countdown has begun with only two weeks left until the 2024 U.S. presidential election, and people are all in on the betting markets. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 22/10/2024 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Insights - Q4/2024](https://blog.syzgroup.com/slow-food-for-thought/market-insights-q4/2024) Looking ahead to Q4. **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 17/10/2024 [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) #### [Unbreakable?](https://blog.syzgroup.com/slow-food-for-thought/unbreakable) • Overall, the overall macro and liquidity conditions are rather positive for risk assets. Still, equity market valuations are rich, especially in developed markets and some risks are under-priced. Consequently, while we keep our preference for equities over bonds, we refrain to increase exposure at this stage. We keep our neutral stance on equities. • Our view on Eurozone equities is downgraded from neutral to negative, mainly due to weakening economic trend, while we upgrade our view on emerging markets from negative to neutral (China stimulus, improving earnings dynamic, room for easier monetary policy). • Within rates, we continue to favour the 1-10 years segment over long-dated bonds. • We keep our gold and hedge funds exposure for diversification purposes. Our stance on currency (neutral dollar against major pairs) is unchanged. **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 14/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Trumponomics 2.0](https://blog.syzgroup.com/slow-food-for-thought/trumponomics-2.0) With the American presidential elections just a few weeks away, we take a closer look at the economic and social program of the Republican candidate for the White House. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 08/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Swiss Miracle](https://blog.syzgroup.com/slow-food-for-thought/the-swiss-miracle) Despite challenges from a strong currency, Switzerland's economy remains strong, with significant industrial growth driven by specialised sectors. This resilience contrasts with stagnation seen in many neighboring countries. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: October 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-october-2024) Desynchronisation of global macro trends **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 02/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [China: an unexpected package that matters for the short run](https://blog.syzgroup.com/slow-food-for-thought/china-an-unexpected-package-that-matters-for-the-short-run) Chinese authorities have intensified support for the struggling economy as slowing growth makes the 5% GDP target unrealistic. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 27/09/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [‘Kamalanomics’ explained](https://blog.syzgroup.com/slow-food-for-thought/kamalanomics-explained) With the US presidential elections just a few weeks away, we take a look at the economic and social program of the democratic candidate for the White House. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 25/09/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The rise of China in critical technology research: a global shift](https://blog.syzgroup.com/slow-food-for-thought/the-rise-of-china-in-critical-technology-research-a-global-shift) China has surpassed the U.S. as the global leader in critical technologies, marking a significant shift in the technological landscape with major implications for innovation, security, and the global economy. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 10/09/2024 [❮](https://blog.syzgroup.com/slow-food-for-thought/page/18) [17](https://blog.syzgroup.com/slow-food-for-thought/page/17) [18](https://blog.syzgroup.com/slow-food-for-thought/page/18) [19](https://blog.syzgroup.com/slow-food-for-thought/page/19) [20](https://blog.syzgroup.com/slow-food-for-thought/page/20) [21](https://blog.syzgroup.com/slow-food-for-thought/page/21) [❯](https://blog.syzgroup.com/slow-food-for-thought/page/20) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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