Trump Always Chickens Out – or TACO – was the dominant investment theme during the month of May. For…

No one likes uncertainty. It makes people doubt, makes them more cautious. People question their prospects and postpone their…

Since taking office in January, Trump has been in the news every day. He keeps issuing ‘executive orders’, announcing…

The Roman god Janus, often depicted as a man with two faces, symbolises the beginning and the end. A…

The saying goes that all beginnings are difficult. Yet for now, I can honestly say that I have made…

On the threshold of the new year, several changes of guard are imminent: economic, political and financial, but more…

It was quite a month, as Santa Claus came early this year: especially the US stock market shot up…

Do elections really matter for financial markets, for the slightly longer term? This remains to be seen. Of course…

September was a volatile stock market month that started badly, but gradually became more upbeat. The bouncer was China,…

August looked like a short-lived rollercoaster for financial markets, with equities first sharply down and then sharply up again.…

Recession fear? While this should have been a July newsletter, that whole (for us) relatively friendly month of July…

June was an unusual month. Both in Europe and in the US, the political centre seemed to be losing…

Introduction There are several important elections this year. Both investors and politicians are trying to respond to changing trends…

Things have become more unsettled in financial markets. Stock markets showed their sunny side in the first months of…

Stock market sentiment remained again positive in March, with several markets breaking records: the US, Japan and the Netherlands…