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Insights

In the INVESTMENT OUTLOOKS, we describe in copious details our macro views, explaining the number crunching and data analysis on which such views are based. OUTLOOKS are written every 2/3 months, if relevant. Further extrapolation of the market analysis in the OUTLOOKS is provided by means of our INVESTORS PRESENTATIONS, which are available upon request.

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Investment Outlooks

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COOKIES and CHARTBOOKS are our more frequent notes: these are short communications aimed at connecting day-to-day market events/catalysts to the macro views framed in the OUTLOOKS, in either confirmation or invalidation of what was there presented. If you want to be included in these constant e-mail notes please do get in touch.

Scenarios

The aim of this series of notes is to depict a specific disruptive scenario on a medium- to long-term horizon, and analyze the shape and tempo of its economic and financial implications. The scenario narrated is one of deep market discontinuity, although its probability is anything but remote. Instead, oftentimes, it is one sitting alongside trend-line, when linearly  interpolating from recent events into the future.

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Investment Oulooks

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Scenarios

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