Monthly Newsletter

May 08, 2023 - 1 min read


Climbing the wall of worry

In this latest edition of our monthly report update:

  • These are anxious times ;
  • Financial markets are a discounting machine ;
  • Glass half full or half empty? ;
  • Inflation continues to slow down;
  • Stress among US regional banks is damping US economy;
  • The World Equity Index is up by 1.6%;
  • Bonds in US$ fared better than bonds in EUR; and
  • Currencies and precious metals.

The economic environment continues to slow down (except in China) and inflation is not yet « under control ». On the other hand, market positioning remains extremely cautious and offers good support.

  • Equities;
  • Bonds;
  • Precious metals, listed real estate (REIT); and
  • Currencies.


Click here to read our weekly financial markets update report.


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