Tag: inflation

May General Markets Comments "Take the money and run"– The Steve Miller Band, 1976. Are market participants in a “Take the money and run” mood in 2022? Perhaps, because on top of being extremely difficult this year, broad financial markets have shown high levels of volatility, which have been blatant…

Flamboyant management is back The new decade marks the big comeback of the global macro managers who put their stamp on the ‘70s and ‘80s. With inflation, commodities, high interest rates and volatility returning to the forefront, we could indeed be headed back to the glory days of flamboyant managers…

Le retour de la gestion flamboyante La nouvelle décennie marque le grand come-back des gérants global macro qui ont marqué les années 1970 et 1980. Avec le retour sur le devant de la scène de l’inflation, des matières premières, des taux élevés et de la volatilité, on pourrait bien revenir…

April General Markets Comments "Been dazed and confused, for so long, it’s not true" – a tribute to the mighty Led Zeppelin Yes, it has been dazed and confused for investors, and it has been so for quite a long time now. Russia-Ukraine war has not helped, but this alone…

Informe de inversión trimestral - 1T 2022 “Tenemos que aumentar inmediatamente la producción de petróleo y gas” Elon Musk, 5 de marzo de 2022 Justo cuando la economía mundial estaba saliendo de la crisis del covid, se vio sacudida por otro duro golpe cuando Rusia invadió Ucrania. Aparte del trauma…

Revue trimestrielle des investissements - T1 2022 “Il nous faut augmenter la production de pétrole et de gaz immédiatement” Elon Musk, 5 Mars 2022 À peine sortie de la crise du Covid, l’économie mondiale a été rattrapée par une autre crise provoquée par l’invasion de l’Ukraine par la Russie. Outre…

Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5 March 2022 Just as the world economy was emerging from the Covid crisis it was overtaken by another crisis when Russia invaded Ukraine. Apart from the human trauma there are multiple economic…

Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5 March 2022 Just as the world economy was emerging from the Covid crisis it was overtaken by another crisis when Russia invaded Ukraine. Apart from the human trauma there are multiple economic…

Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5 March 2022 Just as the world economy was emerging from the Covid crisis it was overtaken by another crisis when Russia invaded Ukraine. Apart from the human trauma there are multiple economic…

Quarterly Investment Review - Q1 2022 “We need to increase oil and gas output immediately.” Elon Musk, 5 March 2022 Just as the world economy was emerging from the Covid crisis it was overtaken by another crisis when Russia invaded Ukraine. Apart from the human trauma there are multiple economic…