US: Think The Trump Bump Is Over? Think Again.....
The election of Donald Trump saw previously muted animal spirits soar as businesses anticipated a de-regulation, health-care reform and fiscal...
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Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
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Passive Vs Active: ETF Flows Dominate, Stock Prices Distorted, Active Managers on the Ropes
In this report, we analyse the staggering inflows into US passive equity funds over the past 6 years, identify the key players and how these...
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After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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