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Absolute Return, Monthly Coffee Break

The market is walking a thin line between financial safety and FOMO

The market narrative remains very cautious and divided as to the path to follow over the next few quarters. While some investors prefer to look to the encouraging observable data points being published regarding earnings and inflation, many are hanging back, pointing to an inevitable deterioration of consumer spending and liquidity provided by banks to finance the economy.
Absolute Return, Monthly Coffee Break

“Lego House"

March was a challenging and volatile month, with investment sentiment going through a whole variety of shades in a single month.
Monthly Coffee Break, Absolute Return

Economic strength and inflation more resilient than expected

During February, economic and inflation data came in slightly above expectations, which helped cool the market down. Central banks reiterated the message that the market should expect monetary policy to maintain its course until we see significant signs that inflation is abating.
Monthly Coffee Break, Absolute Return

A message in a bottle …

2023 started out on the right foot for holders of financial assets, as the overall performance of equities and bonds was positive. However, a significant part of the financial community is bedazzled by the vigour of the rebound.
Absolute Return, Monthly Coffee Break

Don’t forget the DIVA

In 2022, the markets repriced risk premiums in financial assets, quickly adjusting to the inflation risk and to the interest rate hikes implemented by central banks that followed.
Absolute Return, Monthly Coffee Break

Relief rally heading into year-end

Although the economy continues to decelerate, equities staged a strong rebound during the month of October.
Absolute Return, Asset Allocation, Johann Mauchand, Research Paper, Steeve Brument

Smile! Die CTA-Konvexität ist nicht verloren …

Die Konvexität bzw. der „Smile“ von CTA-Fonds entwickelt sich im Laufe der Zeit. Einige Smiles sind jedoch breiter als andere.

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