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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) - [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) - [Weekly Equities](https://blog.syzgroup.com/slow-food-for-thought/tag/weekly-equities) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thought/tag/swiss-perspectives) - [geopolitics](https://blog.syzgroup.com/slow-food-for-thought/tag/geopolitics) - [Crypto](https://blog.syzgroup.com/slow-food-for-thought/tag/crypto) [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Insights - Q4/2023](https://blog.syzgroup.com/slow-food-for-thought/market-insights-q4/2023) A consolidated view of the markets, across geographies and asset classes. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 10/10/2023 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [H2/2023 - Climbing the wall of worry](https://blog.syzgroup.com/slow-food-for-thought/market-outlook-0) Risk assets are off to a very decent start of the year. While some key hurdles are now behind us, we believe that volatility could pick-up in the second half of the year as central banks might have to maintain restrictive financial conditions while economic growth is slowing down. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 30/06/2023 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Insights - Q2/2023](https://blog.syzgroup.com/slow-food-for-thought/market-insights-q2/2023) While some respite was expected as we entered 2023, the start of the year was far from a relaxing one. After a hawkish start to the quarter, volatility especially in bonds, surged during March, following the collapse of Silicon Valley Bank. That led to fears about broader contagion across the banking system, that were bolstered by the sudden implosion of Credit Suisse and its acquisition by UBS, backed by guarantees from the Swiss government. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 18/04/2023 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Insights - Q4/2022](https://blog.syzgroup.com/slow-food-for-thought/market-insights-q3/2022) The first nine months of 2022 will be remembered as one of the most challenging periods ever for asset allocators. For the first time in history, both equity and fixed income are down more than 10% as at the end of September. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 24/10/2022 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Outlook - H2/2022](https://blog.syzgroup.com/slow-food-for-thought/market-outlook-h2/2022) Economic growth is likely to remain positive during the second half of the year, supported by the reopening of the Chinese economy. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 17/06/2022 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [1Q review: Biggest Bond Drawdown ever. Equities down but not out.](https://blog.syzgroup.com/slow-food-for-thought/en/insights/1q-review-biggest-bond-drawdown-ever-equities-down-not-out-0) After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine, surging inflation and the start of the Fed rate hike cycle weighed on both equities and bonds performance while commodities thrived. Here are 10 stories to remember from an eventful quarter. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 05/04/2022 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Outlook - H2/2021](https://blog.syzgroup.com/slow-food-for-thought/market-outlook-h2-2021) Covid recoveries push global growth to four-decade high. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 11/06/2021 [❮](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook/page/1) [1](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook/page/1) [2](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook/page/2) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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