Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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