Slow food for thought

Insights and research on global events shaping the markets

In the United States, where student debt is skyrocketing, some academics are opting for a financial advance in exchange for a percentage of their future salary for several years. This alternative investment can provide healthy returns to qualified investors.

The notion of sustainable competitive advantage, put forward by Warren Buffet, is at the heart of fundamental analysis. Here is an overview.

Since November 1, Chinese equities have risen dramatically. Many macroeconomic and fundamental factors suggest that this rise could be sustained.

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03/02/2023

The U.S. federal government has reached its debt ceiling. In the wake of this, the cost of insuring against a U.S. default has jumped. Can the U.S. actually default? With what consequences for the markets?

The artificial intelligence lab that developed ChatGPT is now valued at $29 billion. How does OpenAI generate revenue? What is its business model?

In weightlifting, weights are loaded at opposite ends of the bar. In the investment world, it is also possible to focus on the two ends of the risk scale and avoid the “boring middle”.

Time for a retrospective on our main 2022 calls: what worked, and what has not -yet!- worked.

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12/01/2023

This could be one of the most important geostrategic and economic developments of the coming decades: the emancipation of the emerging super powers.

Musk’s stock sales push Tesla share price down, while rates hikes take place across the board and US inflation starts cooling. Each week, the Syz investment team takes you through the last seven days in seven charts.

As we look toward 2023, the global economic environment continues to be shaped by the aftermath of the pandemic shock. We are still in the midst of a peculiar economic cycle that started with a sudden stop in global economic activity and an unprecedented support from governments and central banks. Inflation has surged this year to levels not seen in decades and has prompted central banks to raise rates in a hurry. Rising prices and higher rates are expected to weigh on global economic activity next year, prompting global growth to cool down further. Some factors support the view that this slowdown will remain contained and that an economic “soft landing” is the most likely scenario after the wild ride of the past three years. However, risks remain clearly tilted to the downside on the economic front for the year to come.

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19/12/2022

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