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Fumble ahead!

Yesterday night, the Philadelphia Eagles and the Kansas City Chiefs of Patrick Mahomes won their ticket to the Super Bowl LVII (NFL -American football league- final) by beating the San Francisco 49ers and the Cincinnati Bengals respectively. The Super Bowl will take place on February 12th, in Phoenix, with Rihanna taking care of the always […]

10 predictions for 2023 (part 2)

Here are the key takeaways: Last week, I shared with you my first 5 out of 10 predictions that could shape financial markets and portfolio returns this year. As we enter 2023 -and as a reminder-, our central macro scenario may be summed up as “less growth (but no hard landing), sticky inflation and higher […]

10 predictions for 2023 (part 1)

Happy New Year and Best Wishes for a healthy and investment successful 2023! I suspect that experiencing a boring year will already do most of the trick. As we start a new year, I have polished my crystal ball in order to make 10 predictions that could shape financial markets and portfolio returns in 2023. […]