Examining key indicators and trends that will shape global markets in 2024.
Providing insights into the policies of the Federal Reserve and their impact on interest rates.
Evaluating prevailing market conditions and their potential impact on different asset classes and outlining strategic asset allocation recommendations based on this analysis.
Sharing insights on anticipated market movements for both stocks and bonds and exploring market sentiment.
Discussing current trends and potential opportunities in alternative investments such as real estate, gold, and currencies, offering a holistic view of the broader investment landscape beyond traditional stocks and bonds.

CEO of Roubini Macro Associates, LLC

Chief Investment Officer – Petiole Asset Management AG.

Market Insights - 3 min
Federal Reserve Chairman Kevin Warsh used his first Jackson Hole address as Chair to deliver a distinctly hawkish message: the 2% inflation objective is firm, credibility must be earned through results and persistent price pressures may still require action. He did not commit to a particular meeting decision. For investors, the lasting lesson remains not to predict harder, but to build portfolios that are less dependent on any single economic outcome.
Sep 13, 2026

Education - 4 min
Defaults and redemption requests are rising in parts of the market, but the pressure is not widespread. Different strategies, managers and borrowers are experiencing very different conditions. What should investors watch now?
Sep 8, 2026

Market Insights - 3 min
The Federal Open Market Committee (FOMC) voted to hold rates steady for the fifth consecutive meeting at its last session in July. [1] While widely expected, the vote was not unanimous, and the evidence is mounting for a move - whether upwards or downwards. In this article, we look at the dynamics behind the decision and how they are changing as data - and the Fed’s guiding philosophy - continues to evolve.
Sep 6, 2026