US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
264 Views
Blockchain & Provenance
While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...
240 Views
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
310 Views
Times of Trouble: Italy, Europe, & Digital TV
Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...
579 Views
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
196 Views