Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
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What AI Means for Investors
This article looks at the impact of artificial intelligence (AI) technology on the investment management community.AI will change the investment...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
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President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
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