Market Update March 2025
February was a challenging month for financial markets, marked by heightened volatility and renewed geopolitical tensions. The US economy, which had led the global recovery narrative, now faces growing uncertainty.
Just because you outperform doesn’t mean you’re alpha
Imagine a marathon held on the same course every year. One year, the winner crosses the finish line in record time, helped by the weather conditions. In the next edition, the winner achieves a similar time, but in much more difficult conditions: heavy rain and strong headwinds.
Market Update February 2025
January kept investors on their toes, as markets swung from optimism to fear of AI’s seismic shift in tech valuations and now delayed US tariffs on NAFTA members.
The Rise of Elon Musk – A 21st Century Tale
The rise of Elon Musk is one of the most transformative stories of the 21st century. From revolutionizing electric vehicles to reshaping space exploration and redefining the digital public sphere, Musk’s journey is a testament to the disruptive power of vision and audacity.
Market Update January 2025
The year begins against the backdrop of strong stock market performances in 2024, but recent developments have introduced volatility and a more subdued sentiment. Markets ended 2024 on a weaker note, with December seeing declines as investors digested signals of slower monetary easing from the Federal Reserve.
