Insights

Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.

10 reasons for a weak dollar in 2018
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. [...]
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April 2018
On the one hand, one can hardly blame Donald Trump for implementing his electoral campaign promises.[...]
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Our monthly view on asset allocation (April 2018)
There are plenty of reasons to be cautious, and that thus explains the current challenging market environment: the Facebook data scandal, trade disputes, monetary policy tightening and softer economic [...]
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Our monthly view on asset allocation (March 2018)
The return of volatility at the beginning of February resulted from the unwinding of the great goldilocks consensus: inflation is now gradually converging towards major developed markets central banks [...]
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March 2018
As the old German saying goes, trees don’t grow to the sky. This certainly applies to economic surprise indices that compare actual economic data releases to market expectations.[...]
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Volatility is back !
After an extended period of calm and buoyant markets, February was a bit of a wake up call to investors as markets sold off and volatility surged to levels not seen since crisis times. [...]
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Blockchain and Bling – Bringing Transparency to the Diamond [...]
This week, Lucara Diamond Corp announced the acquisition of Clara Diamond Solutions - a secure digital platform that uses blockchain technology to match rough diamond production to specific polished d [...]
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Our monthly view on asset allocation (February 2018)
So far, so good and we can’t rule out that last year’s rational exuberance could transform this year into a more irrational form - next step, euphoria?
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February 2018
US officials have unexpectedly brought attention back to foreign exchange movements at the latest World Economic Forum in Davos.[...]
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