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160421

Friday Morning Coffee 147: Joined at the hip

I recently came across extensive comments from so-called growth investors making the point that the reflation trade had...

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130421 Market Commentary

Market Commentary- Q1 2021

Performance overview: MSCI Europe was up 8.35% during Q1 2021  Strategy up 9.14% (share class A Eur), Outperforming...

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080421 Friday Morning Coffee

Friday Morning Coffee 146: Not yet obsolete

In the middle of a consensus trade favouring value names, it is very painful to see a text...

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020421 Friday Morning Coffee

Friday Morning Coffee 145: Heads I win, Tail ...

Lately, you must have come across lots of articles discussing how increasing yields on sovereign bonds have led...

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260321 Friday Morning Coffee

Friday Morning Coffee 144: Change is around t...

With the hindsight bias of course, but sometimes we get a sense that not all investment decisions are...

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