Monthly letter September 2024

KEY EVENTS The most relevant news in September came from central banks and geopolitics, with a particular focus on conflicts and the approaching U.S. presidential election. The confrontation between the two U.S. presidential candidates remains heated. In their only televised debate, it was confirmed that neither has a chance to gain a clear advantage over … Read more

Monthly letter August 2024

KEY EVENTS The month of August saw financial markets focus more on news from central banks and macroeconomics, rather than geopolitical news. However, the situation remains particularly tense both in the Middle East and between Ukraine and Russia. In the former, on the one hand, efforts to reach a truce continue, but on the other, … Read more