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  • Recession or higher structural inflation?

    January 31, 2022 • This is in essence the dilemma facing the Federal reserve. Most banks & analysts have been predicting the worst; 1.5-3% increase of fed fund rates and even a reduction of the balance sheet. Such a scenario would ravage asset prices and curtail economic growth, leading an already slowing economy into recession. 
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  • “Smart” money piling up into Venture Capital

    January 10, 2022 • As the future returns of cash, bonds and equities are looking increasingly dubious, institutions and HNWIs are betting that earlier stage investment into technology is holding the key to a more attractive outcome. 
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  • Top layer-one protocols advance in spite of crypto-winter

    December 27, 2021 • Stalwarts BTC & ETH are marginally up and the total category basically flat. Or have they? Truth is that a lot has been happening as some crypto platforms have continued to grow and garner large capital allocation. 
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  • Corona virus: A Playbook for Investors

    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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  • Fiscal policy is coming and here’s why it will lead to the restructuring of the euro zone

    December 12, 2019 • As the ECB council just had its first meeting under the chairmanship of Christine Lagarde, there is little doubt a transition from monetary to fiscal policy is looming for the euro zone. Here’s why the policy shift may bring the first major overhaul in its twenty years history. 
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  • The Philosopher and the Central Banker

    August 7, 2019 • August and October are typically the most volatile months of the year and markets may once again experience something comparable to what happened last year in 2019. If that is the case, investors may want to turn to "Occam's Razor"​ for counsel. The 14th Century philosopher's problem solving principle stating that the scenario which requires the least assumptions is usually the one to play out. 
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  • Contrary to conventional wisdom, the equity & bond markets are telling us exactly the same story

    March 30, 2019 • The key to understand that we live in a world where asset prices are now primarily driven by policy. 
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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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