2025 High Conviction Idea: Gold
Gold prices have staged multi-year breakouts in multiple currencies, indicating a long-term bullish outlook. It's also on the verge of staging...
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Can Trump Make Equities Great Again?
While the combination of narrowing global leadership and elevated U.S. valuation are concerns, we remain cautious but not bearish on the U.S. and...
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How to Trade the Trump Euphoria Rally
We expect the stock market to rally into January, driven by corporate tax cut expectations, FOMO performance chasing and buybacks as the post...
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Europe, Alone?
The probable withdrawal of U.S. security guarantees will be an enormous paradigm shift. How Europe aligns itself would have a seismic effect on its...
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A Final Update on the Trump Trade: Tail-Risk Assessment
Our base case calls of a Trump win for higher inflation, higher rates and an equity bull. However, investors should be aware of high levels of tail...
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