March Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio
295 Views
Steno Signals #92 – The head fake reflation?
It is always lovely to get back on the road and meet a load of fund managers, and it is nice to see that a few reflation skepticals are still found...
270 Views
February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
329 Views
The Weekly Market Monitor – Please Give a Warm Welcome to BITCOIN
Welcome to the Weekly Market Monitor, keeping you updated on the week's most important charts and developments in financial markets.
514 Views
Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
252 Views