Strategy Update January 2026

Strategy Update: January 2026 Between Uncertainty and Opportunity: What Will 2026 Bring? Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS IN 2025 Artificial intelligence remained the dominant investment trend in equity markets throughout 2025. Above all, major US technology companies benefited disproportionately, leading to even greater concentration in key indices.…

2025-12

Strategy Update December 2025

Strategy Update: December 2025 How Apple Became Safer Than the USA Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS IN NOVEMBER The days leading up to Nvidia‘s quarterly earnings at the end of November were tense. For days, headlines dominated the news warning of an AI bubble. Technology stocks plummeted,…