Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
337 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
437 Views
Lithium - An Outlier Among Sinking Commodities
Unlike gold and oil, Lithium is not an exchange traded commodity but is nevertheless considered one. From mid 2014, the commodities market has seen...
272 Views
Although Fed Pares Back Rate-Hike Path, the Outlook for Gold as an Investment Remains Weak
Last Wednesday, the Federal Open Market Committee, or FOMC, maintained the current target federal funds rate of 0.25%-0.5%.At first glance, this...
388 Views
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
213 Views