October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
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Positioning Watch – How Is Positioning Looking Ahead of the Election?
Hello everyone, and welcome back to our weekly positioning update. The center of attention currently is the ongoing rise in both US and UK yields,...
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The Week at a Glance: Rates might stay higher for a bit longer (in the US)
Happy Monday!Over the weekend, tensions in the Middle East eased after an Israeli strike that notably avoided Iran’s crude infrastructure. This...
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The Cattle Cycle - Higher Prices for Longer?
Futures Trading is Booming - due to Weather Risks Agricultural futures and options closed Q3 with 10% growth compared to Q3 2023.
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Bond Yield Watch: Yellen has decided to inflate the debt away. Position accordingly..
“I don’t have a hard-and-fast rule, but I would not like to see it drift above 2%.”— Janet Yellen on real interest costs, speaking to...
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