In the June edition of our Global Market View publication, we provided an update on why the divergence between macro and market, while ex...

As widely reported, the world’s most closely followed equity market, the S&P 500 recovered all the way back to where it started the year....

The US Federal Reserve and the US Congress have shown a willingness to take action that is unprecedented outside of the state of war and ...

There are lots of forecasts for the future and it would sometimes appear that the more uncertain the world is the happier people are to o...

In the first weeks of March we reduced risk decisively and shifted all strategies and funds from equities and high yield bonds to high gr...

Judging from what now looks like a steep deceleration in China, the actions taken by politicians in Europe and the US restricting activit...

Since last week the base case has moved to a situation where much of Europe faces a recession and a view that the US is less prepared tha...

The world is seemingly on the brink of a pandemic panic. A situation has emerged in which there is now an increased risk that things may ...