Infinity Insights

Quarterly investment updates and outlooks for you

The Illusion of 'Temporary Inflation' // Investing in the New Era & What to Expect

The world today looks very different from the world we knew back in January, when we sent out our last investment update. Our focus back the

The World After Covid // Digital Assets & DeFi // Beyond Bitcoin & Crypto

Even though the dominant story in the news continues to be the pandemic. While the situation was still pretty much under control before

Robust but Slowing Economic Growth in a Multi-Polar World // Copper Boom in Sight! // Inflation

While financial markets have been resilient with no major downside moves in the past few weeks, there have been some major developments on t

Global Economy Outlook // Bonds: Return-Free Risk? // Interest Rates at a Turning Point

Finally, the outlook is turning more positive for the future, as the world is starting to get the pandemic under control. While more and mor

Investment Outlook // Asia's Outlook for 2021 // New Investment Opportunities

Finally, 2020 is behind us. It was a year that probably no one among us will ever forget. The Covid pandemic has impacted all of our lives a

Investing in Unchartered Territory // Overvaluation of US Stocks // Commodities: Shift Underway

While the contraction in Europe was still below 10%, the economic crisis in the U.S. has been more severe with much higher levels of unem- p

Global Lockdown Implications // Investing in the Post-Covid Era // Risk & Opportunities Ahead

Coming out of the global lockdown The title of our February 2020 update was: “The year ahead: Expect the best, prepare for the worst”and...

Investment Outlook // Investment Opportunities & Challenges

The past year was ex- ceptional from an investing point of view. After a very difficult fourth quarter in 2018, with heavy losses in global

'Mid-Cycle Slowdown' After 10 Years of Growth? // Preparing for the Next Paradigm Shift?

We talked about the sharp reversal of expectations for the global economy. We also anticipated the immediate reaction from central banks tha

A sharp reversal of expectations // Central Banks at a Crossroads

Despite a more challenging market en- vironment in Q2/2019, we have not changed our opinion, but we do expect a more difficult terrain ahead