Joachim Nahmani

03 November 2022

CCP Congress: China’s foreign investors are out. We stay.

After the strong selloff in the Chinese equity market that followed the end of the CCP congress, we reviewed the situati...

07 September 2022

Looking beyond inflation

The market is currently gyrating between inflation and potential economic recession, which muddle the visibility of the...

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...

30 June 2022

Mid-year Review 2022 - Macro: Inflation to the sky?

Let's get back to earth. Core inflation will start its landing this year, bringing less restrictive and more flexible mo...

28 April 2022

Reversing the print machine

What is Quantitative Tightening, how does it work and what are its potential effects

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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