Monthly Coffee Break

Equities, Monthly Coffee Break

Shock to the system

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.
Fixed Income, Monthly Coffee Break

Steepening curves across the board

The bond markets in March were already abuzz with talk of tariffs, as the Trump administration implemented previously delayed tariffs on Canada, Mexico and China. .
Alternative Investments, Monthly Coffee Break

Tariffying Markets

Markets remained volatile during the month of March. The primary concern isn’t the weakening economic fundamentals, but rather investors’ doubts about the credibility and stability of the U.S.
Asset Allocation, Monthly Coffee Break

Tax Americana

April 2025 marks a turning point in the global economic narrative. In the wake of the United States’ sharp tariff escalation – dubbed “Liberation Day” – investors are confronting the ripple effects of a protectionist revival.

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