Regime shift
Thematic Paper 4.05.2020 The day after #1 - Covid-19: the invisible hand pointing investors down the road to the 70s

Without a doubt, the Covid-19 pandemic is shaking the financial industry like never before.

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Insights Paper 11.06.2019 The Road Back to the 70s Implications for Investors

History shows that the economy and financial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives way to a new one. This shift may not be easy to detect.

More > 10 minutes
  • 15

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