Gavekal macro view – Three scenarios for a new era of high interest rates
January 2024
Three scenarios for a new era of high interest rates After a year that surprised most investors by…
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Investment October 2026 Market Outlook | “Turn! Turn! Turn!”November 2026
October 2026 Market Outlook Each month, Pierre Mouton shares his perspective on global financial markets through the lens of a song that captures the prevailing market mood.…
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January 2024
Three scenarios for a new era of high interest rates After a year that surprised most investors by…
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January 2024
Chart of the Month - Time to invest in midcaps in the us equity market The investment…
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January 2024
Quarterly Investment Review - Q4 2023 “The Middle East region is quieter today than it has been for…
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December 2023
December General Market Comments “Muy tranquilo” – Gramatik, 2010. 2023 has come to an end, “Muy Tranquilo” in…
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December 2023
Chart of the Month - Lessons from the past Which answer would you give to that question: “what…
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December 2023
November General Market Comments “The Lifeboat Party” – Kid Creole and the Coconuts, 1983. During tumultuous times, high…
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November 2023
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Read MoreNovember 2023
US economy: landing at last? At the beginning of the year, there were fears of a sharp slowdown,…
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November 2023
October General Market Comments “Bitter Sweet Symphony” – The Verve, 1997. Markets have been playing us this bitter…
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November 2023
Chart of the Month - The game changer October saw further deterioration in market sentiment with…
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