I boarded my end-of-year flight from Cincinnati to Paris, excited of whom I would meet this year, and as I was boarding I heard a deep voice stating: “You have […]

In the last few days, we had three pretty interesting developments related to the banking sector around the globe: EU developments, Basel 3, and an IMF report regarding China’s banks. […]

The recent data on M3 (a broader definition of money supply that includes money market funds and large time deposits) show that its growth has been 6.5% (year-on-year) and actually […]

Given the fundamental trends, we expect global growth to remain healthy in 2018, and therefore we also expect that the credit risk appetite will also remain healthy in 2018. Having […]

The proxy war between the Kingdom of Saudi Arabia (KSA) and Iran is intensifying and our fear is that it may ignite a regional conflict with far-reaching global consequences, especially […]

For this week’s commentary, we have chosen to look at three important indicators which could shape up the markets’ trajectory in 2018. We will start with the US which continues […]

In this week’s commentary, we opted to discuss electric vehicles (EVs). We are of the opinion that EVs present good opportunities for investment consideration. Such investments could look into at […]

Resilient and liquid financial markets are essential to keeping the global economy going. A decade ago payments systems and capital markets seized up almost everywhere and a year later the […]

A few days ago the IMF published its annual forecasts for developed and emerging economies. Five things are worth pointing out: First, when we review forecasts made for previous years […]

Over the course of the last few days, some important pieces were published on the valuation of equities and bonds. At the same time we observed independent referendums taking place […]