Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
182 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
292 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
174 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
234 Views
Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...
189 Views