Still the same story: strong growth, low inflation, exuberant stock markets Since inflation is mostly well below target in industrialized countries, central banks remain in

Stock markets move closer to a major correction Read the full article in PDF format: Wermuths_Investment_Outlook_29August2017

Deceptively calm markets Read the full article in PDF format: Wermuths_Investment_Outlook_16June2017

Sell bonds, don’t buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_11Apr2017

Sell bonds, buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_06Jan2017