Europe's gas and power concerns have been fading recently, driven by a fortuitous combination of a mild winter and lower demand for energy. This is good news. But the current gas prices are not low and Europe's gas supply remains fragile. Elevated energy prices are a significant contributor to inflation and a large drag on European growth for this year, at least.
King Charles and Queen Camilla were crowned in Westminster Abbey on May 6th, with a sumptuous ceremony that delighted the planetary watching crowd. Britons who were celebrating the bestowal of the crown upon Charles III with coronation quiche, scones and booze, paid 25 percent higher prices ...
Markets and economic developments in 2023 validated our investment approach, as we generated good absolute and risk-adjusted returns for our clients, whilst we learnt some investment lessons from the big surprises to our expectations.
Inflation broadly declined, central banks kept on hiking rates, the US economy surprised positively on the growth side, equity markets rallied and fixed income had a very positive year.
In the first quarter of 2024, inflation surprised on the upside, central banks changed narratives, the global economy surprised positively on the growth side, equity markets and commodities rallied and fixed income had a negative performance.
Apple's “Crush!” advertisement, which features the brutal demolition of various creative and cultural items to promote a new iPad model, evokes a world of constant innovation and disruption, leading to economic growth and better quality of life.
The impression is deceptive.
Europe's gas and power concerns have been fading recently, driven by a fortuitous combination of a mild winter and lower demand for energy. This is good news. But the current gas prices are not low and Europe's gas supply remains fragile. Elevated energy prices are a significant contributor to inflation and a large drag on European growth for this year, at least.
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