Slow food for thought

Insights and research on global events shaping the markets

Disastrous economic policies of successive UK governments are at the root of this crisis and the collapse of UK assets. But beware, other countries could soon know the same fate.

For decades, IPOs have very often been a source of excitement for investors. However, various studies show that investing in IPOs is far from being a sure win. Below, we highlight 7 pitfalls to avoid when investing in IPOs. 

In the current market environment, many equity managers emphasise portfolio diversification as a means of reducing risk. Are they on the wrong path?

2022 seems to mark a turning point in international relations, with major implications for the global economy and financial markets.

The strength of the greenback is one of the major economic developments of 2022. The US dollar index, which measures the value of the dollar against other major world currencies, is at its highest level in twenty years. 

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14/09/2022

The “Oil for dollars” deal between OPEC and the US has been in place since the 1970s. However, multiple geopolitical and economic factors could challenge its supremacy.

Brazilian elections are coming up and the contest, which promises to be tight, will be determinant for the near future of the Brazilian economy. Between a fiery candidate who does not shy away from controversies and former President Lula’s attempted comeback, the country is gearing up for a tight race.

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05/09/2022

Actively managed Exchange Traded Funds (ETFs) have been gathering a lot of interest over the last few years. How do they differ from other ETFs? How do they compare with actively managed mutual funds?

Jay Powell's speech at the famous Jackson Hole Symposium was expected to be a “non-event” for financial markets. However, last Friday the S&P 500 experienced its biggest daily drop since mid-June. What are the reasons behind this sharp pullback?

Sluggish nuclear production, a gas market disrupted by the war in Ukraine and the unexpected effects of heat waves are sending European electricity prices into the stratosphere. How high can prices go? What are the consequences for the European economy?

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