Quarterly Investment Letters
Rising inflation pressures forced central banks around the world to reverse the loose monetary policy. A faster-than-expected tightening of the financial conditions weighs on the global economy. Increasing uncertainty about a possible recession in late
The first months of 2018 experienced a fast comeback of volatility. Almost all traditional asset classes performed negatively in Q1-2018, putting alternative strategies back in the spotlight to diversify and optimize future performance expectations. Economic
As stated in the previous letter, global growth remains heavily affected by the antagonistic forces of deflationary impulses (energy, commodities), announced monetary tightening (the Fed and Bank of England) and continued monetary stimulus (ECB, Bank
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