INSIGHTS

The economic data we observe on a daily basis can generally be divided into two distinct categories: hard data and soft data. Hard data are quantitative in nature, objective, measurable figures collected from official 

What a week! I must be honest; at one point I was skeptical about even writing our usual quarterly update. If Goldman Sachs changes its economic view within an hour ...

The volatility observed in the stock markets in recent weeks is largely driven by the assertive and unpredictable communication style of US President Donald Trump. His contradictory statements have fueled 

Overconfidence, or the illusion of control, is one of the many pitfalls in behavioural finance that describes the tendency of...

The expected return is an estimate of the investment return at a specific maturity, based on all available information at a given point in time...