Strategy Update: March 2025 Semiconductor Industry 2.0 – Will Silicon Valley soon have to change its name? Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL POLITICAL EVENTS IN FEBRUARY Since Donald Trump took office, hardly a day has gone by without his administration announcing new laws, tariffs, or plans. No American…
Strategy Update: February 2025 10 years after the franc shock – Have the worst fears come true? Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS IN JANUARY This month, a start-up from China called Silicon Valley‘ s leading role in the field of artificial intelligence into question. Never before has…
Strategy Update: January 2025 Review 2024 Prefer to read it as a PDF? Download here. REVIEW THE FINANCIAL MARKETS 2024 EQUITY MARKETS All in all, 2024 is a very successful year for the global equity markets, at least on the surface. However, the divergence has rarely been greater, starting with the performance of the…
