Archive

PM Report - 2nd Quarter 2017

Real economy starts second half of the year robustly.

PM Report - 1st Quarter 2017

Portfolio Management caught between the Conflicts of Politics and Business

PM Report - 4th Quarter 2016

The return of inflation - asset management in an all but forgotten environment

PM Report - 3rd Quarter 2016

After the vote is before the vote. A glance at the US leads us to invest more defensively.