Journal
July 2026
June 2026
-
A Fragile Calm: Geopolitics, Central Banks, and the Search for Common Ground
Good Morning Ladies and Gentlemen “They make a wasteland and call it peace.” Tacitus With United States President Donald Trump, who recently marked his 80th birthday, having publicly proposed a potential agreement with Iran on 39 separate occasions, it is clear that not only financial markets but also a wide range of stakeholders across […]
-
Profitability and Natural Resources
Our special interview on Profitability with DR. CHRISTIAN SCHAERER, Chairman and Fund Manager at Incrementum AG, returns to the familiar world of portfolio management and natural resources. Executive Global explores promising investment opportunities for institutional and private clients Read the article below on this interesting topic.
-
On Power, Markets, and the Art of Living with Uncertainty
Good Morning Ladies and Gentlemen “Our feelings, it seems, are characterised by our deep immersion in the present and, consequently, by a certain indifference towards the future.” Eva Illouz The current U.S. government under President Trump, it seems, has successfully unsettled not only the United States’ traditional allies in Europe and Asia but also […]
-
Inflation and Behind Last Friday’s Sell-Off: A Story of Crowding and Capital Needs
Good Morning Ladies and Gentlemen “Some people drink from the fountain of knowledge; others just gargle.” Robert N. Anthony What We Can Learn From Last Friday Last Friday, a notable sell-off transpired across diverse asset classes, encompassing bonds, equities, cryptocurrencies, and commodities. This intermarket activity should not be interpreted as indicative of a new […]