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...
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OPEC Adds a Twist to the Plot, but the Ending Is Unchanged
OPEC's production cuts announced this week represent a positive near-term development for world oil markets, removing more than 1 million barrels...
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Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
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Cold Water: An OPEC Cut Can't Fix Oil's Structural Issues
The decision by OPEC to cut production is certain to have a material impact on short-term oil and energy share prices.This brief report aims to...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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