Thought leadership Publications and media clippings

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Weekly investment focus

WHICH INVESTORS WILL HAVE A SAILOR'S MINDSET?

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Weekly investment focus

THE THAW IN EMERGING MARKETS, AT LAST?

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Weekly investment focus

HAVE THE US RATE CUTS GONE AWAY?

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Wheat is no longer worth its weight in gold

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Even if made of stone, a bubble always ends up bursting

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Norway can break Putin's gas blackmail

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Weekly investment focus

EUROPE, A PALE COPY OF THE UNITED STATES?

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Weekly investment focus

THE STARS ARE ALIGNING FOR EUROPEAN BANKS!

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Weekly investment focus

THE HYPOTHESIS OF A MONETARY POLICY MISTAKE