Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
197 Views
AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
183 Views
AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
191 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...
286 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
167 Views