Portfolio Watch – Have markets traded the cyclical rebound in advance?
Welcome to our weekly portfolio watch, which today will be all about the (potential) upcoming rebound in the cyclical momentum. As always we share...
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The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!
The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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The Weekly Market Monitor – How China Is Pushing Stocks Higher Except at Home
Is this the start of another Chinese liquidity boom? Meanwhile, commercial real estate loan provisions are spreading across the globe, which is why...
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Multi Asset Strategy - February 2024
A Vote-of-Account-Budget sets the Narrative of “Viksit Bharat”: We believe that the Budget has proactively set the tone for economic development in...
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