Chief Economist, Heteronomics

Phil Rush

Chief Economist

Heteronomics

Heteronomics represents a different kind of economics. We believe analysis should delve into the details of what is really going on, rather than using overly simplistic assumptions to quick-sell stories. Independence from myopic institutional pressures allows us to focus on the realities underlying your asset allocation decisions, without the conflicts of the old market structures. Heteronomics targets the themes driving UK asset prices, offering the benefits of depth, independence and ultimately price.

UK-centric macro research

Macroeconomics

<ul>
<li>Norway and Sweden pursued different policy paths in the first Covid wave, providing an informative case study. Restrictive policy measures appear to drive the economically destructive behavioural changes, especially when they apply persistently.</li>
<li>Both countries remain sensitive to global depression but should suffer from a less broken supply chain in the second wave. With neither country yet tightening restrictions, both should outperform in Europe, including in the medium-term level.</li>
</ul>


Norway and Sweden pursued different policy paths in the first Covid wave, providing an informative case study. Restrictive policy measures appear to drive the economically destructive behavioural changes, especially when they apply persistently.
Both countries remain sensitive to global depression but should suffer from a less broken supply chain in the second wave. With neither country yet tightening restrictions, both should outperform in Europe, including in the medium-term level.


Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in further detail:<ul>
<li>Supporting our cautious outlook, cyclical and growth Sectors are breaking down on the international front - namely Technology and Consumer Discretionary.  </li>
<li>Overweight Norway.</li>
<li>Price support holding in Japan as RS improves. </li>
<li>Health Care remains attractive, especially defensive pharma Groups within Japan and Europe.</li>
</ul>

In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in further detail:
Supporting our cautious outlook, cyclical and growth Sectors are breaking down on the international front - namely Technology and Consumer Discretionary.  
Overweight Norway.
Price support holding in Japan as RS improves. 
Health Care remains attractive, especially defensive pharma Groups within Japan and Europe.


Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down

United States

Global X MSCI Norway ETF is an exchange-traded fund incorporated in the  USA. TheFund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Norway IMI25/50 Index.

Global X MSCI Norway ETF (NORW US)

Nordic: Less Freezing for Covid up North

Restrictive policy measures drive economically destructive behavioural changes, especially when they are persistent. With NO and SE not yet...

Phil Rush

Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down

In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...

Vermilion Research