This week’s investment meeting centered around inflation – following the ‘much worse than expected’ inflation numbers out of the US. The team unpacked possible responses from the Fed, and what impacts these could have on markets, especially...
This week we provide a short technical analysis summary based on ‘very’ short-term signals, followed by a team effort to discuss our ‘best investment ideas’ considering short-term inflationary pressures, higher developed market bond yields and probability theory on...
It was another rollercoaster month for risk asset investors. Although most global equity indices ended the month only slightly positive, it felt a lot worse. There was no real “winner” when you look at the figures, with the S&P500 returning 0.13%, the ACWI ex-USA...
Signals are much more bullish after the week’s upward trend. It’s still very short term in nature and difficult to ascertain if this is a change in trend or just a minor correction with more bearish moves to follow. We observed USD short-term weakness this week, but...
This article was originally published in the Q2 2022 edition of Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
