Australian Banks: Reporting Season Wrap Up
With the September bank reporting season now complete, several common themes have emerged across the sector that we expect to continue to play out...
163 Views
Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
138 Views
What AI Means for Investors
This article looks at the impact of artificial intelligence (AI) technology on the investment management community.AI will change the investment...
262 Views
Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
316 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
208 Views