Slow food for thought

Insights and research on global events shaping the markets

According to Statista, the 10 largest asset management companies manage approximately 30% of the world’s assets under management as of June 2024. And it’s unlikely that this concentration of assets has fallen over the past two years. How can we explain such a craze for management behemoths?

The recent presidential elections in Mexico, held on June 2, 2024, have created both uncertainty and opportunity in the bond market. Despite short-term volatility, there is a strong case for increasing exposure to Mexican sovereign bonds in local currency. Mexico benefits from a strong relationship with the United States and structural shifts like nearshoring, making it a promising landscape for fixed income investments.

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07/06/2024

Jim Simons, nicknamed the “Warren Buffet of algorithms”, passed away last month at the age of 86. Below, we attempt to shed some light on the investment strategy of his Medallion fund, one of the most successful Hegde funds in history.

Nokia's first model reappears in redesigned form. With its simplicity and basic functionality, the "boring phone" offers an escape from the incessant distractions of smartphones. Could this give the brand a new lease of life?

As financial markets brace for the release of Japan’s April 2024 Core Consumer Price Index (CPI), expected to slow to 2.4% from March’s 2.9%, the Bank of Japan (BoJ) stands at a pivotal junction. This forthcoming data, a stark contrast to the peak of 4.3% in July 2023, highlights the complexity of the BoJ’s monetary policy landscape amid a significantly depreciated yen. The continued weakness of the yen, despite ending the world’s only negative interest rate policy in March, underscores the profound challenges the BoJ faces. This focus explores the strategic manoeuvres within the larger context of global economic pressures, examining the implications of potential policy shifts not just for Japan, but for the broader global fixed income markets.

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24/05/2024

Banking giant HSBC has just embarked on the tokeniszation of gold, enabling the precious metal to be invested and traded digitally.

Thanks to numerous strategic partnerships and visionary local players, Ticino's largest city is establishing itself as a European cryptocurrency and blockchain capital.

Hyperbitcoinisation is not just about the growing success of bitcoin. It is actually a scenario in which the digital token becomes the world's dominant currency. Overview.

For as long as markets have been open, traders have been exploring different techniques to earn quick profits on the financial markets. Among the various strategies pursued is the "Turtle Trading" system. Developed in the early 1980s by commodity traders Richard Dennis and William Eckhardt, this system was at the heart of an experiment to determine whether anyone could be trained to become a successful trader. They formed a group nicknamed the "Turtles", who generated over $175 million in combined profits over five years, proving the effectiveness of this method. This article provides an overview of the "Turtle Trading" programme, illustrating its origin, principles, and current relevance.

At the end of the week, a major event will take place in the cryptocurrency world. It's called the bitcoin halving. Scheduled 15 years ago, this process occurs approximately every four years, making bitcoin rarer over time. Preview below.

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