FlowBank
Esty Dwek - CIO

Esty Dwek - CIO

As a member of the Executive Committee and FlowBank's Chief Investment Officer (CIO), Esty is responsible for the investment strategy of the bank. She also heads the Market Research department and plays a key role in developing the bank's educational offerings, among other things. Esty Dwek has over 15 years of experience in finance. Most recently she was the head of market strategy for Natixis IM Solutions. Prior to Natixis, Esty was a global strategist with the emerging markets team at Loomis, Sayles & Company. Esty began her career in 2006 at HSBC Private Bank. She holds a B.A. from Princeton University.

Commodities ・ Gold ・ Silver

Gold & Silver Outlook: A Recession Signal & Haven Flows

It’s been a volatile month for gold and silver prices, driven up and down by haven flows, a Fed rate hike and potential supply disruptions. What comes next?

Forex ・ inflation ・ Fed ・ US dollar

WeChat in focus

As the Chinese authorities announce that Xi Jinping's 'shared prosperity' campaign measures will soon fade, it is hard to expect Tencent, the Chinese online gaming and social networking giant, to be off the hook. According to the latest ...

Macro ・ Asset Allocation

MonthlyFlow - April 2022

While sentiment is very negative, markets are reacting less to war headlines

Forex ・ inflation ・ Fed ・ US dollar

Fade the USD now the Fed has hiked?

Dollar bulls have had a good six months in preparation for the first Fed rate hike. But now it’s happened, US rates are higher with promises to go much higher - will the next six months be as good?

Commodities

More shocks to Russia-linked Commodities coming?

The Russian invasion of Ukraine, now in its fourth week, has taken centre-stage as the main focus point for traders – with the extra volatility very much concentrated in commodity markets. Russia is a major supplier of oil, natural gas, ...

Stocks ・ Stock Index ・ Nasdaq

Nasdaq momentum divergence, is the bottom in?

The conflict in Ukraine has sent global stocks lower but the latest drop in the Nasdaq - among the worst hit - has created some momentum divergence. Is the bottom in?

Crypto

Polygon, the Ethereum turbo

Ethereum has great technology, but it lacks scaling capabilities to keep up with demand as users multiply. Fortunately, Polygon has a solution.

Macro ・ Asset Allocation

MonthlyFlow - March 2022

Russia

Forex ・ The Swiss Series ・ EURCHF

Swiss franc: Ukraine war intensifying haven flows

The Swiss Franc has strengthened considerably versus the euro over recent months. Safe haven flows have lifted the currency and the Swiss National Bank appears more relaxed with a stronger Franc. But is a rate hike in Switzerland a realistic ...

Commodities ・ geopolitics ・ oil

Does $100 oil depend on Russia?

Oil prices have booked gains for eight straight weeks amid heightened geopolitical risk but this week could be the first weekly decline since mid-December, possibly opening the door to a deeper pullback.

Technology ・ fintech

The European tech landscape

The European technology ecosystem smashed records across the board in 2021, with valuations following suit. Is this surge in European unicorns sustainable?

Bonds ・ Fixed Income ・ China

Looking for a haven with yield in China bonds

After a strong year, Chinese government bonds remain an area of interest for investors seeking yields that go some way to offset inflation as well as a haven from the war in Ukraine.

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