A K-shaped world

Two major market themes are pulling the world economy in two different directions at present. On the one […]

Rotation away from the “greenback”

The prices of riskier assets outside of US Tech equities continued to rise in the final […]

Pump-primed world economy

The recovery of risky assets from April’s severe drawdown has sent several equity markets around the world and […]

The new show in town

The stabilization of global asset markets over the last quarter signals the beginning of investors understanding […]

Disruption ongoing

Our step to de-risk our portfolios at the end of January proved prescient, as US assets, especially equities, sold […]

The US Disrupter

Our pro-US equities stance helped the performance of our portfolios through Q4 2024 and into January 2025. At […]

EnCor spojuje síly s EMUN ke spuštění nového fondu zaměřeného 

Trump redux – 9 November 2024

One of the busiest weeks for markets in recent memory has just closed. Interest rate […]

Inflation’s slow comeback

Commentators and investors who have “missed out” on gold and Equities in many places rising to all-time highs […]

“Goldilocks” for now

As in the famous “Goldilocks” fairy tale, investors in recent months have seen inflation tracking down to moderate […]