Monthly opinions
15 JUL 10 - China Growth Benefits Consumer Sector
15 JUN 10 - Geopolital Fat Tail
17 MAY 10 – Pleading for the euro.
15 AVR 10 - Is Germany benefitting from the Greek crisis ?
15 MAR 10 - Back From India
15 FEB 10 - Greece and the Future of the Eurozone
15 JAN 10 - The Art of Forecast
15 DEC 09 - Keeping Client Centric
15 NOV 09 - Germany and Europe
15 OCT 09 - Thinking Asymmetric
15 SEP 09 - Anniversary
15 JUL 09 - Preparing for Good Days
15 JUN 09 - Credit Tightening
15 MAY 09 - Will Oil Price Soar Again ?
15 APR 09 - Banks (in)solvancy
16 MAR 09 - Who Should we Believe?
16 FEB 09 - Close to Bottom
15 JAN 09 - And If Recovery Came Sooner Than Expected?
15 DEC 08 - Farewell 2008!
17 NOV 08 - Is the worst before us? How to thrive anyway?
15 OCT 08 - Restoring confidence
15 SEP 08 - We are living difficult times
15 JUL 08 - Oil Price and Geopolitical Evolutions
15 JUN 08 - Myths, Trends and Choices
15 MAY 08 - Market sentiment and Oil Price
15 APR 08 - Counterparty risk
15 MAR 08 - When Subprime Means Good, Steady Returns
15 FEB 08 - Worst Is Not For Sure
15 JAN 08 - How did we in 2007 and Outllook 2008
15 DEC 07 - What Were They Smoking?
15 NOV 07 - Morose Outlook...
15 OCT 07 - Will Emerging Countries...
15 SEP 07 - Subprime & Subprime
15 AUG 07 - Current Crisis and Investment Opportunities
15 JUN 07 - Sustainable Growth
15 MAY 07- NY Sensations
15 APR 07 - Paradigms
15 MAR 07 - Core and Satellite Asset Management
15 FEB 07 - How much for a barrel?
15 JAN 07 - Still Upbeat