Monthly report
Monthly report

September 2023 – Inflation in the USA has fallen sharply from its peak in 2022. In Switzerland, it is at 2020 levels. In Europe, inflation has also fallen from its peaks, but still appears to be at high levels, with energy imports and other factors still weighing on prices…

Charts of the Week
Charts of the Week

20.08.2023 – Equities have so far gone through a fairly standardpullback after this year’s remarkable rally. Major indices are on/approaching important supports levels.

Charts of the Week
Charts of the Week

04.08.2023 – The Fed hikes and emphasizes data dependency; The ECB hikes and softens its hawkish rhetoric; Economic surprises diverge significantly between the US and EU; The BOJ adjusts its yield curve control and adds pressure on yields; Further deceleration in earnings for the S&P500.

Charts of the Week
Charts of the Week

19.07.2023 – The immaculate disinflation?; Multiple expansion in the driving seat; Base effects on inflation are turning into a headwind; Markets expect earnings of the top 10 stocks to surge; Market breadth has recently improved; Most institutions remain underweight global equities; and Institutions have given up on commodities…

Monthly report
Monthly report

July 2023 – While China is already in the process of cutting rates, it is the US Federal Reserve (FED) that the market is looking at first. The aim of the rate hike, announced at the end of 2021, was to stop fuelling growth as it exited Covid and to curb inflation as quickly as possible…

Charts of the Week
Charts of the Week

06.06.2023 – In the latest edition of our weekly update: The scoreboard for May ; Investors rush back into tech stocks; The US labor market continues to defy gravity, on the surface…; The services industry is starting to wobble; Using protection?; Japanese equities at 33 year highs Japanese equities; Shareholder friendliness is on the rise[…]

Monthly Newsletter
Monthly Newsletter

  Artificial intelligence, what impact? In this latest edition of our monthly report update: Everyone’s talking about it ; What uses for AI? ; and Who will be the financial winners?   Assessment of the economic situation US economy slows, but employment remains solid; OPEC+ cuts production quotas further; and The US debt ceiling, a […]

Why are high-net-worth individuals increasingly turning to Mauritius for Wealth Management
Why are high-net-worth individuals increasingly turning to Mauritius for Wealth Management

  There are several reasons why the rich and ultra-rich individuals are turning to Mauritius for the management of their wealth. Firstly, Mauritius is a country that offers political and economic stability. It has a competitive tax regime and many advantages such as no inheritance tax or wealth tax. Mauritius’ regulators and financial service providers […]

Charts of the Week
Charts of the Week

  In this latest edition of our weekly update: False dawn? ; Further weakness likely for EU industry; From positive to negative economic surprises; The credit slowdown is not just a US story; and The bullish consensus on the EUR is at risk.   Click here to read our weekly financial markets update report.   […]

Monthly Newsletter
Monthly Newsletter

April 2023 – The sharp rise in the cost of credit and the resilience of inflation are testing investors’ nerves. But both the next recession and the next major financial crack have never been so “expected” […]