Slow food for thought

Insights and research on global events shaping the markets

WeWork, the coworking company founded by the charismatic Adam Neumann, has declared bankruptcy. And it's about to try for the umpteenth time to relaunch itself.

Here's the vision from the owner of Tesla and Space X: by the end of 2024, X (the late Twitter) should be able to offer a bouquet of financial services, i.e. bank accounts, online payments, investment advice and management. Preview below.

Three weeks ago, LVMH shares lost up to 8.5% of its market value in a single day following the publication of lower-than-expected third-quarter sales. Fashion, leather goods, wines and spirits suffered a sharp slowdown in demand in most regions. LVMH shares are now down nearly 30% from their April high. And the Group headed by Bernard Arnault is not an isolated case...

Open banking is a rapidly growing industry with a market size valued at US 20.2 billion in 2022 and a projected CAGR of 20.5% from 2023 to 2032, fuelled by the escalating demand for digital banking.

We expect the US & global economy to cool down in the months to come, leading to a Fed pause. This would be a positive for equity and bond markets over time.

Uranium, a heavy metal known for its dense properties and radioactive isotopes, has recently become the focal point of discussions and analyses in the financial and energy sectors. This element, which is fundamental to the production of nuclear energy, has witnessed a significant surge in prices and attention, marking a pivotal moment in the global commodity markets.

U.S. Treasury Inflation-Protected Securities, or TIPS, stand out as a distinctive class of U.S. government bonds meticulously crafted to shield investors from the corrosive effects of inflation. While the value of traditional bonds gradually erodes due to inflation, TIPS promise a different path. Their value adjusts in harmony with the Consumer Price Index (CPI).

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13/10/2023

In the realm of innovation, few nations stand as prominently as Switzerland. The alpine nation holds the distinguished position of being the most innovative economy globally for the 12th consecutive year, as substantiated by the 2023 Global Innovation Index (GII).

A consolidated view of the markets, across geographies and asset classes.

The Electric Vehicle (EV) segment is growing rapidly, but faces a number of challenges, not least of which are charging solutions. Wireless EV charging is a revolutionary technology that promises to redefine the way vehicles are powered.

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