Couverture de Davos fireworks, Swiss wines and how to properly hedge your portfolio

Davos fireworks, Swiss wines and how to properly hedge your portfolio

Davos fireworks, Swiss wines and how to properly hedge your portfolio

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We are at the end of a bombastic week in Davos, after an inspiring speech from Marc Carney, an mockery of President Trump to the Europeans (which end up having MUCH more leverage than expected to push back) and a crazy market ride in the week - with risk assets tanking and then recovering, bonds disappointing as a hedge and commodities defending instead. With Switzerland on the center stage, we'll discuss about Swiss wines, Swiss gran crus, Swiss grapes and also the beautiful wines (similar in nature) done on the other side of the border in France, in the region of Savoie.

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