1st Quarter 2024 Letter to Investors
Outperformance of Metals and Mining sector: The fund's gold, copper, and lithium investments outperformed their respective industry...
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REIT Watch - Logistics S-Reit with pure Japan assets lists on SGX
Daiwa House Logistics Trust (DHLT), which has an initial portfolio (IPO Portfolio) of 14 logistics properties in Japan with an...
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Daiwa House Logistics Trust, Asia-focused logistics REIT - lists on SGX
Daiwa House Logistics Trust (DHLT), Asia-focused logistics REIT with high quality modern properties, made its debut on SGX today. The IPO...
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S&P 500 Revisiting 2,600 Support
The S&P 500 was not able to break through the 2,817 and 100-day moving average resistance levels last week, and has now fallen abruptly back to...
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U.S. Equity Strategy: How Much Worse Can It Get?
A breakout late last week in the high yield spread over 10-year Treasuries can now be added to the already long list of concerns we have for the...
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