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28 March 2022 - Lessons from the 1970s
US equity markets moved higher against a backdrop of rising bond yields, as the local markets managed to recapture some significant...
Mar 29, 2022


21 March 2022 - China's Covid, a war and Central Banks raising rates: still a rally
Global equities continued their ascent and are now mostly trading above the levels of the day the war started. It is remarkable that this...
Mar 21, 2022


14 March 2022 - Moving closer to the end (?)
European equities staged a remarkable rebound last week, while US markets slumped. It seems that there are two themes influencing markets...
Mar 14, 2022


7 March 2022 - Playing the Russian Roulette
Equity markets fell again last week, with Europe feeling the heat. Eurozone shares fell on average by 10%, while the Swiss and the UK...
Mar 7, 2022


28 February 2022 - Will history repeat itself ?
The week ended on a positive note for equity markets, reminding us all of previous major military conflicts, when the bottom occurred at...
Feb 28, 2022


21 February 2022 - Volatility is here to stay
Yet another week of equity market weakness across the globe. Defensive sectors such as Real Estate, Food & Beverages and Utilities...
Feb 21, 2022
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