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December / January 2024 – Markets & Convictions
04-01-2024In 2023, the stock market experienced a rapid and widespread rebound as interest rates began to sharply decline in early…
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March 2024 – Markets & Convictions
20-03-2024Since the rebound at the end of October 2023, the upward trend on the stock markets has continued. This trend…
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September 2024 – Markets & Convictions
13-09-2024We present here a different perspective on the impact of rising sovereign debt since 2008/09 and the response of our…
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December 2024 – Markets & Convictions
10-12-2024The recent U.S. elections have bolstered appetite for U.S. equities, with notable outperformance by U.S. indices. The Republican victory marks…
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June 2024 – Markets & Convictions
12-06-2024Since the beginning of the year, the major stock indices have shown strong performances despite geopolitical and economic uncertainties. Companies…
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