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  • Gold breakout!

    February 14, 2022 • Gold seems to have broken out of its descending pattern started in August 2020. While the movement could be ascribed to geopolitical instability, the simpler and more compelling narrative is that the investment case for storeholds of value keeps getting stronger as inflation and debt debasement takes center stage. 
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  • Highest​ inflation since the launch of the Euro​

    February 7, 2022 • The ​January ​euro-area inflation was a shocker, with the CPI the ​highest​ ever since the launch of the Euro​. Energy was the biggest driver, but the core CPI surprised to the upside as well​, signaling the issue is far from "temporary".​ 
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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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  • Bitcoin & Crypto; a forecast for 2022

    December 31, 2021 • As one of the few assets that may effectively hedge against the demise of the current fiat monetary system, the investment case for BTC is fundamentally macro-based. 
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  • Central bankers facing a dire dilemma

    December 6, 2021 • The fate of equity markets rest in the hands of the central bankers and they are facing a dire dilemma. Inflation is not so temporary after all and they need to take action. 
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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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    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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