Investment Research:
Macro

15 April 2025

Hesitant about China? Our new strategy clears the path forward

As U.S. tariffs reshape global trade patterns and market volatility persists, innovative investors are finding opportuni...

06 July 2022

Recession or not, it is time to reload

Whether or not the first semester of 2022 will be qualified as a recession, the market is currently looking to rise from...

27 May 2022

Yes, China is investable for patient investors

The Chinese government is taking a long-term view, and so should investors. China remains the main contributor driving g...

11 March 2022

Forget about Gold, it's time for real assets

The financial sanctions against Russia disrupted the commodities market. Unintended consequences and stagflation are now...

25 February 2022

Are our strategies bomb-proof?

The outburst of war in Ukraine is going to have profound consequences across many sectors. We briefly review in this doc...

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