Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
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Is a Major RMB Depreciation on the Cards?
Potential signs of major stimulus excites markets but could weaken the RMB. Continued incremental easing in China may disappoint equity investors...
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Whither the Yen?
The Bank of Japan is between a rock and a hard place as a servicing a high debt load takes preference over inflation and weak consumption. JPY...
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Reflation Watch: Has Japan turned a page, and have markets gotten ahead of themselves?
Stagnant growth and price deflation have defined the term Japanization, and, due to rapidly rising debt levels in conjunction with aging...
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