Portfolio Watch: Markets sniffing out the Chinese resurgence case
Macro Portfolio: Markets sniffing out the Chinese resurgence caseOur conviction in pro-cyclical trends have been confirmed in markets this week,...
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Charting the Web3 Horizon in 2024
There has been a renewed wave of optimism towards web3 in light of recent events, including the approval of the long-awaited spot Bitcoin ETF
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Crypto Crisp: Oh, hello there, London
This week is off to a great start. Bitcoin surged past $70,000, and Ethereum exceeded $4,000 today, marking a new all-time high for Bitcoin and...
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Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
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