Insights

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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