News Subscribe newsletter All Quarterly Reports Monthly Reports Once again, an R-word has gripped financial markets Monthly Report September 2023 Recession fears, gloomy forecasts - and yet: resilience! Financial markets continue to surprise. Discover why pessimism might be overrated and what opportunities lie ahead. Contrary to the expectations of many: Equity Markets Deliver Positive Surprises in Year-to-Date Performance Monthly Report August 2023 The seasonal weakness during the summer months can be used as a buying opportunity in the stock markets. Review and Outlook Quarterly Outlook Q3 2023 Deglobalization, AI, and Inflation: A Transforming Market Landscape. Challenges for Central Banks and Monetary Policy. From the Internet to Artificial Intelligence (AI): a Spectacular Rally in Financial Markets Monthly Report June 2023