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Some of our investment ideas

Not even a skinny deal ?

Date: 24 September, 2020
D. Trump is the 12th president since 1900, and sixth since 1950, to run when there is a recession (or. . . . Read More

Fixed income. Wait until 2024

Date: 24 September, 2020
The Fed has unsurprisingly left its monetary policy unchanged. There was no universal agreement on this though. Kaplan and Kashkari. . . . Read More
Vaccin

The discovery of a vaccine and its commercialization, a long and difficult river

Date: 18 September, 2020
Finding a reliable vaccine takes between 6 and 8 years. With the pandemic, it took only 6 months to start. . . . Read More
Devises

EM currencies are lagging in all market conditions

Date: 11 September, 2020
It seems like we are back where we were at the beginning of the year Investors could be tempted to. . . . Read More
Yuan

Yuan mini bang

Date: 7 September, 2020
China has been preparing the de-anchoring and the internationalization of its currency since a decade. The glamorous - and controversial. . . . Read More
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