Seasonal Insights

Stay ahead of the markets by subscribing to our bi-weekly Seasonal Insights. Led by our  Co-Founders Dimitri Speck and Tea Muratovic, this free newsletter will keep you up to date on the latest seasonal market trends and topics all year round.

Hot Stocks for the Hot Summer

The stock market doesn't take a holiday, but understanding how seasonality affects financial markets can help you make some smart summer moves. Let's dive into the world of summer stocks, and discover why certain stocks shine brighter during this season.
gold bars and coins

Gold Performance Over the Year and the Month

Around 50% of current gold production flows into jewelry production. This has a considerable influence on the price of gold. The Indian wedding season in autumn, the Christmas season and the Chinese New Year increase the demand for gold for jewelry production, with purchases by jewelers taking place in the run-up to the respective festivities.

“Sell in May”: Myth or Real Market Mover?

The legend says that the phrase originally came from an old English saying: "Sell in May and go away, and come back on St. Leger's Day." This advice was linked to British aristocrats who used to leave the hot city of London during the summer and return after the St. Leger's Stakes horse race in September. What began as a lifestyle choice for the wealthy has turned into a financial strategy observed in stock markets globally.

From Lost Decade to Record Breaker: The Nikkei 225

Tracing its origins back to 1949, the Nikkei 225 has weathered various economic storms, including Japan's post-war boom, the 1980s bubble, and the challenging "Lost Decade" of the 1990s. The legendary trader, Warren Buffet, revealed in 2020 that his firm, Berkshire Hathaway, had bought around 5% of Japan’s top five trading companies sensing the shift in Japan’s economy.