Publications
By: Rachel Poole | On: June 1, 2020 |
Crossroads: At the intersection of geopolitics and geoeconomics
Here is a summary of the most important events that unfolded this month, and which may affect economic, financial and geopolitical issues in the months ahead: North America At the […]
By: Rachel Poole | On: May 30, 2020 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week as more economies reopened and hopes for a Covid-19 vaccine spread. The yield on the US 10-year Treasury […]
By: Rachel Poole | On: May 28, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles which reflect the new realities and their potential impact […]
By: Rachel Poole | On: May 23, 2020 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week as countries began lifting coronavirus lockdowns and vaccine developments hit the news. The yield on the US 10-year […]
By: Rachel Poole | On: May 22, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles which reflect the new realities and their potential impact […]
By: Joel Charalambakis | On: May 19, 2020 |
Cash Is King: How P/E Ratios Obfuscate Value
“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” – Warren Buffet “Simplicity is the ultimate sophistication.” – Leonardo da Vinci The Price-to-Earnings Ratio is probably […]
By: Rachel Poole | On: May 16, 2020 |
Weekly Market Update
Global Market News Global equities lower on the weekGlobal equities were lower on the week while the US 10-year Treasury note gained a little bit in price as the yield […]
By: Rachel Poole | On: May 15, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we thought that it might be helpful to send, once a week, a summary of 3-4 articles which reflect the new realities and their potential […]
By: John E. Charalambakis | On: May 12, 2020 |
Covid-19 and the Future of the Eurozone
“Not all the Germans believe in God, but all the Germans believe in the Bundesbank”, (Jacques Delors, the famous former head of the European Commission) The Euro lost minimal ground […]
By: Rachel Poole | On: May 9, 2020 |
Weekly Market Update
Global Market News Global equities higher on the weekGlobal equities were higher on the week as markets continue to rally despite the blow to payrolls announced on Friday. The yield […]
By: John E. Charalambakis | On: May 26, 2020 |
In the Shadows of Tomorrow: What are the Implications of Negative Interest Rates?
In 1935 the famous Dutch historian Johan Huizinga published a book with the title In the Shadows of Tomorrow. By then bleak clouds had gathered over Europe. The forces that […]