Latest News

Oil. US sanctions on Iran support crude prices

Date: 4 October, 2018

Since the beginning of 2016, when the price of Brent crude was $28, we have regularly revised our crude price. . . . Read More

Currencies. The SNB goes off on its own

Date: 27 September, 2018

More than widely expected, the SNB left its policy rates unchanged. Its assessment of the CHF situation was unchanged too.. . . . Read More

Currencies. Carney is warning politics

Date: 20 September, 2018

After hiking rates in August, the Bank of England kept its policy stance unchanged, as widely expected. After a series. . . . Read More

Looming storms on the horizon

Date: 14 September, 2018

Investment Conclusion: Unchanged allocation as light remains orange... Regime  shifts underway No decisive shift (yet) in bonds to equities correlation,. . . . Read More

Currencies. CHF safe-haven status confirmed

Date: 13 September, 2018

The Swiss economy grew at a fast pace in H1 2018, boosted by income from world cup licenses, robust foreign. . . . Read More