International Trade – Wars vs Data

In May 2018, President Donald Trump tweeted “trade wars are good, and easy to win”,…

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The Signal and the Noise

In today’s politically charged international environment, one may be pardoned for…

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The Northern Light

On the back of the US-China trade war, global equity markets have felt the heat in…

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European Banks – The Unloved Sector

European equity markets have so far this year performed relatively well, as most…

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Safer banks – safer investment for shareholders

As most companies by now have reported the interim financial results for 2019, we…

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The Impact of Forex on Portfolios

Have you ever wondered, what are the most important factors in determining…

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Where from now, as the FED cuts rates?

The wait for the long-awaited monetary policy announcement from the US Federal…

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Repercussions of the Brexit Saga

It all started three years ago when the Brits unexpectedly decided to leave the EU…

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Farewell to Draghi, and Welcome Lagarde

Every beginning has an end, and the tenure at the helm of the European Central Bank…

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Will the FED be the next EM’s ally?

We are now used to analysts’ opinions to invest in Emerging Markets (EM) from time…

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The abstract economic and investment scenario

July kicked off on a very positive note, with US equity markets flirting with…

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When Bad News is Good News

With the benefit of hindsight, investors who panicked and sold off during the last…

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