Latest publications
Why higher rates wont spark a return of stock picking

Over the past decade, poor performance has frequently been attributed to markets "being driven by cheap money instead of fundamentals". Does this argument hold?

5 Minutes Read
Fabian Scheler

November 27, 2023

Has Quantitative Tightening killed the bull market?

The massive asset purchases by central banks post-2008 have raised questions about its impact on the stock market and the risks arising once balance sheets start to shrink.

5 Minute Read
Fabian Scheler

November 1, 2023

Why gold is shining again

The world's oldest store of wealth has regained its sparkle over the past years in an environment characterized by high inflation and geopolitical polarization. Our article explores long-term cross-correlations and new demand drivers.

6 Minute Read
Ygal Sebban

October 25, 2023

A '70s-like second inflation wave is still unlikely

A repeat of the double wave of inflation in the '70s is a spooky scenario. We have therefore analyzed last century's high inflation period to detect similarities and differences.

5 Minute Read
Fabian Scheler

August 31, 2023

LP Led Secondaries - The Private Market ETF Equivalent?

How can smaller investors access private markets without being strangled by fees or betting the bank on a few concentrated positions? Buying second-hand is a solution.

7 Minute Read
Fabian Scheler

August 9, 2023

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