March 28, 2022 • Nation states and individuals alike are waking up to the reality that the post-1971, globalized financial system has been replaced by a complex order where the only true stores of value are instruments that are not anyone else's liability.
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November 3, 2020 • CBDCs represent the biggest transformation in financial markets since Bretton Woods and the implications for global investors are profound.
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April 17, 2020 • While the outbreak may start to subside, the knock on effect of Covid-19 on the global economy and financial markets is just getting started.
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February 3, 2020 • While a virus weighs hardly anything, it may be heavy enough to tip the global economy into recession and to prompt central banks into action.
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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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