Focus
Focus is a thematic publication that analyses an investment opportunity.
What will stop the equity bear market?
What will stop the equity bear market?

Global stocks market indices are on the cusp of entering bear market territory, being down around 20% from their late 2021 all-time-highs. What wou [...]

Our currency, your problem

So said a former U.S. Treasury Secretary in 1971 to other finance ministers struggling with the soaring dollar. 50 years later, the strength of the [...]

The week in seven charts

Rate hikes abound across the world, following in the Fed’s footsteps. Volatility is peaking, tech stocks aren’t out of the woods and the US adminis [...]

How Russia rescued the ruble

Despite the sanctions, the ruble is at its highest level in 2 years against the euro. What are the reasons behind this rebound? Will the Russian cu [...]

Booming UAE is fueling local equities
Booming UAE is fueling local equities

Rising oil prices, booming tourism, Expo 2020’s success, structural reforms: lately, everything seems to be going in the right direction for the Un [...]

WAR-CESSION?
WAR-CESSION?

The current context of record high inflation with the risk of a sharp economic slowdown is exceptional. Will the Fed be able to engineer a “soft la [...]

Market Insights - Q2/2022
Market Insights - Q2/2022

A consolidated view of the markets, across geographies and asset classes.

Lightning Network: a scalable solution for Bitcoin?
Lightning Network: a scalable solution for Bitcoin?

Among the hot topics discussed at the Bitcoin 2022 Summit in Miami was the Lightning Network, a blockchain overlay that allows off-blockchain trans [...]

1Q review: Biggest Bond Drawdown ever. Equities down but not out.
1Q review: Biggest Bond Drawdown ever. Equities down but not out.

After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine, surging i [...]