Posts from the conference
EnCor Navigator: allocation of assets in Q3 2026
A two-way pull
Asset markets are presently becalmed, with large forces acting against each other and holding valuations in place. At the base of the present rich index levels in equity markets and high commodity prices […]
EnCor Navigator: allocation of assets in Q2 2026
A K-shaped world
Two major market themes are pulling the world economy in two different directions at present. On the one hand, the onset of war in the Middle East has made a spike in inflation […]
EnCor Navigator: allocation of assets in Q1 2026
Rotation away from the “greenback”
The prices of riskier assets outside of US Tech equities continued to rise in the final months of 2025 and through January 2026. The observed trends over the past 12-18 months, […]