Understanding Oil Price Shocks: What to Expect from Asset Class Returns?
Oil price shocks push inflation higher and favor Gold as an asset class, but unlike what many believe, are not bad news for Equities!
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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
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Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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Evolving Correlation Between Oil Prices and US Sector Credit Risks
A strong recovery in developed economies’ growth prospects and expectations of restricted oil supply till the end of 2024 have rallied oil...
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