Latest publications
How bad is the credit crunch and what does it mean for the stock market?

Financial conditions have worsened considerably on the back of tighter monetary policy. Is this a bad omen for equity markets? We think the 90s may hold the answer.

4 Minute Read
Fabian Scheler

May 9, 2023

The metals supercycle is intact

The more extensive than anticipated rise in interest rates has temporarily halted the surge in commodity prices. Still, underlying demand trends meeting constrained supply are poised to continue driving a bullish secular cycle.

4 Minute Read
Ygal Sebban

March 10, 2023

Generative AI - a productivity revolution or bullshit machine?

Only just released, ChatGPT has taken the internet by storm and drawn attention to a new breed of software writing computer codes and poems or drawing cartoons.

4 Minute Read
Fabian Scheler

January 15, 2023

La gouvernance familiale

Pour la première fois dans une nouvelle série de publications collaboratives, nous avons le plaisir de partager avec vous un article sur le thème de la gouvernance familiale, un sujet qui nous tient à cœur.

5 Minute Read
Delphine Bottge

December 9, 2022

Value, Growth and Interest Rates - a complicated relationship

Is Value vs Growth just a play on rates? Decomposing the drivers of relative performance into Dividends, EPS Growth and P/E Expansion yields mixed evidence.

3 Minute Read
Fabian Scheler

October 24, 2022

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