Insights

February 3, 2023

Broken downtrend

February 2, 2023

The resilient Eurozone job market

February 1, 2023

Slowing US inflation

January 31, 2023

Back to black

January 30, 2023

The Earnings test

January 24, 2023

The European discount

January 23, 2023

The elephant in the room

January 20, 2023

Profit drivers

January 19, 2023

Catch-Up

January 18, 2023

Blame it on the weather

January 17, 2023

The economic polycrisis

January 16, 2023

Dr Copper

January 13, 2023

The fading ESG overhang

January 12, 2023

US equities and credit versus government bonds

January 11, 2023

The end of free debt

January 10, 2023

Back into orbit

January 9, 2023

The quiet change

January 5, 2023

Peak inflation in Europe ?

January 3, 2023

Some relief in the European energy crisis

January 2, 2023

Happy new year

December 23, 2022

Changes in Japan and Merry Xmas

December 22, 2022

The hard facts

December 21, 2022

The walking dead

December 15, 2022

Not won yet

December 14, 2022

Sticky inflation

December 13, 2022

And the winner is …

December 12, 2022

Winter is coming

December 9, 2022

Shining gold

December 8, 2022

No relationship

December 7, 2022

Unloved bonds

December 6, 2022

The inverted yield curve

December 5, 2022

Manias, Panics and Crashes

December 2, 2022

The investment DNA at ECP

December 1, 2022

Investing for the long run

November 30, 2022

Different measure – same result

November 29, 2022

Top Gun moment

November 28, 2022

The fast pivot

November 25, 2022

The trading superpowers

November 24, 2022

The evolving portfolio of Warren Buffett

November 22, 2022

With a little help from Dr Copper

November 21, 2022

Tiptoeing back into Markets

November 18, 2022

Pain in the US housing market

November 17, 2022

A recent decent catch

November 16, 2022

Cheapest in 20 years

November 15, 2022

The manic-depressive Mr Market

November 14, 2022

Circle of competence

November 11, 2022

From depression to euphoria

November 10, 2022

Normalization

November 9, 2022

In case your wondered …

November 8, 2022

A promising vintage coming up

November 7, 2022

Climbing the wall of worries

November 2, 2022

Truly exceptional

October 31, 2022

One. Two. Freddy’s coming for you

October 28, 2022

The danger of common perceptions

October 27, 2022

Meta

October 26, 2022

Time for some gardening

October 25, 2022

Watch the temperature

October 24, 2022

The last Samurai

October 21, 2022

4.6%

October 19, 2022

The IPO discount

October 18, 2022

The holding opportunity

October 17, 2022

They can not get no sleep

October 14, 2022

180°

October 13, 2022

The 4st worst in 300 years

October 11, 2022

Q3 earnings downgrades

October 10, 2022

Consensus of broad fear

October 7, 2022

The violence of bear market rallies

October 6, 2022

Ill-timed

October 5, 2022

A repost

October 4, 2022

Climbing the wall of worries

October 3, 2022

Daily Instagraph: When bad news become good news for investors

September 30, 2022

Disappearing bottlenecks

September 29, 2022

No market timers

September 28, 2022

Wealth destruction

September 27, 2022

Déjà vu

September 26, 2022

Leave politics to the politicians

September 23, 2022

Sticky inflation

September 22, 2022

Wannabe Volcker

September 21, 2022

Mr Market creates opportunities in European value

September 20, 2022

Something needs to give

September 19, 2022

The calm before the storm

September 16, 2022

Contrarian opportunities

September 15, 2022

Time for European Value Stocks

September 14, 2022

CPI day

August 25, 2022

Black Gold

August 24, 2022

No easy decision

August 23, 2022

The weak common currency

August 22, 2022

The PPI challenge

August 19, 2022

The depressed UK consumer

August 18, 2022

Heavy clouds across the English Channel

August 17, 2022

Pain trade

August 16, 2022

Excessive inventories

August 12, 2022

Stinky socks or bargain stocks ?

August 11, 2022

No Wonderland

August 10, 2022

ECB castling

August 9, 2022

Cray-cray ?

August 8, 2022

Zero lead time

August 5, 2022

A miserable state of affairs

August 4, 2022

Climbing the wall of worries

August 3, 2022

Baby’s got the ( Summer ) Blues

August 2, 2022

… And than came the profit downgrades

August 1, 2022

The political price of inflation

July 29, 2022

Summer rally ?

July 28, 2022

Distorted views

July 27, 2022

Moats at work

July 26, 2022

In contraction territory

July 25, 2022

Cooling off

July 19, 2022

Still a premium

July 18, 2022

The Great Exasperation

July 15, 2022

Trouble in the South

July 14, 2022

Red Hot Chili Peppers

July 13, 2022

Boliden

July 12, 2022

Not Disneyland

July 11, 2022

The gas problem

July 8, 2022

Angry Birds ( not gorillas )

July 7, 2022

Lehman moment

July 6, 2022

Towards parity

July 5, 2022

A rocky ride over Summer

July 4, 2022

Weaponized energy

July 1, 2022

The worst first half since 2008

June 30, 2022

Follow the drunk analyst ?

June 29, 2022

Dr Copper is coughing

June 28, 2022

The Canadian and Italian exceptions

June 24, 2022

Supply matters in oil

June 22, 2022

Cooling housing markets

June 21, 2022

Negative wealth effect

June 20, 2022

No bargain yet

June 17, 2022

Difficult week for equities

June 16, 2022

Stay defensive

June 15, 2022

No easy way out for policymakers

June 14, 2022

Passive is not the perfect cure

June 13, 2022

Lost in ESG confusion

June 10, 2022

The (wo)man with the hammer

June 9, 2022

Change of leadership

June 8, 2022

The depressed US consumer

June 7, 2022

Still no bargain

June 3, 2022

Stress in the Club Med countries

June 2, 2022

Not yet a bargain

June 1, 2022

A chilly second half

May 31, 2022

Sell in May …

May 30, 2022

Between a rock and a hard chair

May 27, 2022

Message from the bond markets

May 25, 2022

After a bear market

May 24, 2022

Anchor Investors

May 23, 2022

The R word

May 20, 2022

Pricing recessions

May 19, 2022

Washed out

May 18, 2022

Highest cash since 9/11

May 17, 2022

Examples of boring value at work

May 16, 2022

Long duration stocks

Read our daily instagraph.

May 13, 2022

Not throwing the towel

Read our daily instagraph.

May 12, 2022

Bargain hunting

Read our daily instagraph.

May 6, 2022

Financial Review 07: Uncertain Times

March 4, 2022

Financial Review 06: Inflation again and again

February marked another month of negative return for the markets

February 7, 2022

Financial Review 05: The Tide is Turning

The tide is finally turning in favour of value stocks, as markets come to realize the importance of reliable cash flows rather than paying a significant premium for big promises in the future.

January 27, 2022

Market Commentary – Q4 2021

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January 3, 2022

Financial Review 04: Happy New Year

2021 was a banner year for equities, where both S&P500 and Stoxx Europe 600 achieved a total return of 28.7% and 25.8%, respectively.

December 6, 2021

Financial Review 03: A Black Friday to remember

November was on its way to becoming another strong month for equities before all that changed on the 26th of November 2021, Black Friday.

November 15, 2021

Market Commentary – Q3 2021

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November 5, 2021

Financial Review 02: Inflation Debate

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October 8, 2021

Financial Review 01: September Effect

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August 10, 2021

Market Commentary – Q2 2021

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April 13, 2021

Market Commentary – Q1 2021

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