Will Brexit Break EM's Back?
Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...
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US: Federal Reserve to Stay on Course to Normalize Rates
The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...
166 Views
Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
419 Views
Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
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Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
202 Views