Sweetwood Asset Managment
April 2022 - Recession may not come from inversions. But it still may come.
Global equity markets had their first positive month of the year while bond markets were still negatively impacted by inflation, with a...
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Sweetwood Asset Managment
March 2022 - After the dark comes the light. Eventually.
Global equities and bonds sold off strongly in February, especially European assets, which are mostly impacted by the conflict in...
Sweetwood Asset Managment
Febuary 2022 - The Value of Growth
Markets in the first month of the year were like a roller coaster. They were hard to follow and tricky to understand. It ended up being...
Sweetwood Asset Managment
January 2022 - “When the facts change, I change my mind. What do you do, sir?” (Keynes)
In December, markets were back and forth all month long, as sometimes investors were concerned over Omicron spreading worldwide, and...
Sweetwood Asset Managment
December 2021 - Stocks on Sale on Black Friday
Equity and bonds markets were down across the board in November, first because of inflation concerns, then at the end of the month,...
Sweetwood Asset Managment
November 2021 - The beginning of the end is sometimes a fresh start
Last month equity markets made up for September’s losses, and as said in the previous letter, the worst month of the year represented a...
Sweetwood Asset Managment
October 2021 - Not only leaves are falling
September is acknowledged in the markets to be the worst month of the year. It’s called the September Effect. This time again, it didn’t...
Sweetwood Asset Managment
September 2021 - On the way to a peaceful tapering
August was mostly positive for risk assets of major developed countries with lower volatility in the background. On the other hand, safe...
Sweetwood Asset Managment
August 2021 - An Olympic But Not All Epic Month
Markets in July were mixed across the board: positive for the US markets where the main indices continue to trade near record highs but...
Sweetwood Asset Managment
July 2021 - First half behind us, now let’s talk about talking about…
June, like the first half of the year, was mostly positive for risky assets. Stock markets and high yield bonds were up, while investment...
Sweetwood Asset Managment
May 2021 - Sell in May but do not go away…
Overall equity markets performed well in April, and it was a relatively calm month where optimism regarding the recovery prevailed. Even...
Sweetwood Ventures
April 2021 - When the Black Swan Became White...
In March, market sentiment was first impacted by inflation expectations and by rising yields, with the 10-year Treasury yield reaching...
Sweetwood Asset Managment
March 2021 - Beware the Ides of March!*
Continuing the 2021 positive momentum at first, markets started well in February. Then in the second part of the month equity and bonds...
Sweetwood Asset Managment
January 2021 - Did the Game Stop or will it fly to the Moon*?
The year started with the invasion of the Capitol, an unprecedented event which was coupled with euphoric markets despite the Blue Wave....
Sweetwood Asset Managment
January 2021 - A “Very Happy” start of the year
If the financial markets’ resilience surprised us in 2020, we managed somehow to find some rationality by explaining it with the tech...
Sweetwood Asset Managment
November 2020 - Caution is now the name of the game
November was an eventful month and a historic month for most of the indices: US Markets saw their best month since 1987, with the Dow...
Sweetwood Asset Managment
December 2019 - Positive Momentum Continues; Best YTD since 2013
Risk assets continued their upward trend in November, driven by constructive headlines on trade and Brexit and stronger economic data....
Sweetwood Asset Managment
November 2019 - Stocks Rise to New Highs on Receding Risks
Risk assets continued their upward trend in October, driven by trade optimism, strong corporate earnings and stabilizing economic data....
Sweetwood Asset Managment
October 2019 - Will Fall Weather Bring Out the Bears ?
Softening rhetoric between the U.S. and China led to a rebound in risk assets in September, marking a reversal from the August selloff....
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September 2019 - Staying Cautious Despite Recent Recovery
An increase in trade tensions led to a selloff in risky assets before they staged a recovery towards the end of the month. The MSCI...
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