swerve
/swəːv/
verb
change or cause to change direction abruptly.
noun
an abrupt change of direction.
What we do
Swerve is a platform to help investors make sense of change, frontrun major trends and convert intelligence into actionable investment insights.
We constantly appraise the evolving economic and financial landscape to assess traditional asset classes and new investment ideas against our secular and thematic framework. We are asset agnostic and consider everything— from traditional asset classes to innovative alternatives. We provide information analysis and context for market participants to insert into their own investment process.
Latest Weekly Opinions
The vast majority of analysts are dismissing de-dollarization: here’s what they are missing
April 24, 2023 • The debate surrounding the de-dollarization has once again gained momentum and the vast majority of commentators dismissing the issue. However, they may be overlooking a few critical developments
read moreVenture Capital flows have collapsed and that is good news for investors
April 17, 2023 • In Q1 2023, VC investment has significantly dropped due to central banks tightening financial conditions and higher interest rates. Yet this year and the next could turn into attractive vintages over the long term.
read moreUS Equities are still expensive and further decline may be ahead
April 3, 2023 • The S&P 500 is 14% down from its Jan ’22 all-time high. Yet equities are expensive and investors may consider the possibility of further decline ahead for equity prices.
read more
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.
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