Strategy blog
19 May 2022 | Strategy blog
On May 18th 2022, the US stock market had its biggest one-day fall since mid-2020, falling by 4%. That close was (just) a new low for the year, leaving the S&P500 index down 18% in 2022.
Latest articles
19 May 2022 | Strategy blog
On May 18th 2022, the US stock market had its biggest one-day fall since mid-2020, falling by 4%. That close was (just) a new low for the year, leaving the S&P500 index down 18% in 2022.
12 May 2022 | Strategy video blog
Discussing the big picture and the "Great Illusion", the correlation between inflation and commodity prices as well as monetary policy risks and their consequences for our asset allocation.
14 Apr 2022 | Strategy Blog
From geo-political tension to monetary policy moves, our strategists look at the latest macro-economic and market picture as of mid-April 2022.
11 Apr 2022 | Mosaique Insights
In the 8th edition of Mosaique Insights, we take a closer look at the myriad of factors at play in the world economy right now as well as behavioural finance. To make sense of recent geo-political events, this edition features guest interviews on the topics of sanctions in times of war and a look at Europe's energy conundrum.
06 Apr 2022 | Mosaique Views
Explaining our current positioning by asset class, region and sector, our Mosaique Views publication is primarily for Clients and sets out the reasons for our latest tactical asset allocation. Click here to read a short exert from our Chief Investment Officer and Global Investment Strategist.
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31 Mar 2022 | Company Insights
111.6 million members worldwide hold a Costco membership card, various social media accounts are devoted to Costco and at least one couple got married at Costco. This level of enthusiasm for a grocery company may seem odd - unless you are a Costco member. So, what makes Costco so special?
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