If you are buried under your own portfolio, or just find global markets as captivating as a reality TV show, you have probably heard three dozen hot takes on the recent Fed rate cut. The Fed is now on a path to cutting interest rates, and investors are cheering. It is easy to weigh in…

Geopolitical risks always get a lot of attention. We see a lot of headlines. This time might be different. We never know. In this webinar, I will present a series of insightful charts to explore the current geopolitical tensions, particularly in the Middle East, and analyze their potential impact on global markets. I will also…

We are currently navigating a world fraught with multiple military conflicts, including the largest in Europe since World War II. JPMorgan CEO Jamie Dimon believes that too much attention is being given to the soft landing-hard landing debate, warning that geopolitical tensions are the real threat. In his view, these tensions could shape the free…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors.  I want to talk about something that does not typically get a…

Here is the reality: I do not have a crystal ball (if I did, I would be on a beach somewhere). I did not foresee the pandemic crash in 2020, and I certainly did not anticipate the wild rollercoaster of 2021-2022 that rattled some of our positions. Let us not forget the latest surprise which…