Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Thematic (Sector/Industry)

ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5% federal funds rate by the end of 2019, and assuming spreads stay constant a 4.0% yield on the one-year U.S. Government Bond.Our forecast implies a stronger dollar, weaker Asian currencies, and much weaker equity markets in Asia ex-Japan over the next few years.

ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5% federal funds rate by the end of 2019, and assuming spreads stay constant a 4.0% yield on the one-year U.S. Government Bond.Our forecast implies a stronger dollar, weaker Asian currencies, and much weaker equity markets in Asia ex-Japan over the next few years. 

Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?

FX Strategist

Greg Gibbs

Fundamental analysis of topical themes in FX

Amplifying Global FX Capital

Amplifying Global FX Capital was founded in 2015 and is fully owned by Greg Gibbs. It is a registered company both in Australia and Colorado, USA and is a licensed in Australia to provide financial services.

We are producing a regular trading view orientated macroeconomic analysis of topical themes in global financial markets, with a particular focus on foreign exchange. We invite you to view an “executive summary” of these reports in “AmpGFX Reports” under our “Research” menu.

These reports are drawn from the analysis of Greg Gibbs and inform the capital management he undertakes on behalf of the company. The trading performance is posted periodically on our website. We aim to build our company into both a research and capital management business. We are currently in the planning phase for managing capital for wholesale customers.

Greg Gibbs has spent his working life of more than 26 years in financial markets, beginning in 1989 at the Reserve Bank of Australia, after completing a Bachelor of Economics Degree (Honours) at the Australian National University. He has been a CFA Charterholder since 2005. He has worked in Sydney, Singapore, New York and London for major global banks and presented on foreign exchange markets to major financial institutions and companies around the world, and maintained a high profile in the financial media.

Before Amplifying Global FX Capital, Greg was the Head of Asia Pacific Market Strategy at the Royal Bank of Scotland based Singapore. He now resides in Breckenridge Colorado.

FX & Rates

The tariff fallout was surprisingly more towards a weaker USD. While this may reveal still underlying bearishness for the USD, other currencies, including EUR and AUD, appear to be more at risk than the USD.  USD/JPY may be finding a base after testing significant support near 105.  The Fed has turned somewhat more hawkish, the US economy has gained momentum, the Euro economy has lost some momentum and the Italian economy is likely to suffer in the political wilderness.

The tariff fallout was surprisingly more towards a weaker USD. While this may reveal still underlying bearishness for the USD, other currencies, including EUR and AUD, appear to be more at risk than the USD.  USD/JPY may be finding a base after testing significant support near 105.  The Fed has turned somewhat more hawkish, the US economy has gained momentum, the Euro economy has lost some momentum and the Italian economy is likely to suffer in the political wilderness. 

Economist

Richard Iley

Macroeconomics

<div class="content-highlight">By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new publication is designed to make sure that these extraordinary data points are getting the airplay they deserve and need. As the US economy starts to overheat and inflation accelerates, these short (near) daily notes will keep you up to speed. We will also track any big downward surprises and, in due course, signs that the boom is finally fading. </div>Last night…

By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new publication is designed to make sure that these extraordinary data points are getting the airplay they deserve and need. As the US economy starts to overheat and inflation accelerates, these short (near) daily notes will keep you up to speed. We will also track any big downward surprises and, in due course, signs that the boom is finally fading. Last night…

Coming To The Boil - US Overheating Watch #1

The USD testing key resistance after a double bottom.  Higher US yields and shaky equity markets lending the USD support.  Powell acknowledged the outlook for the US economy is brighter.  Emerging market currencies and equities wobble more than most in US trading.  Powell testimony suggests risks are skewed towards faster pace of hikes.

The USD testing key resistance after a double bottom.  Higher US yields and shaky equity markets lending the USD support.  Powell acknowledged the outlook for the US economy is brighter.  Emerging market currencies and equities wobble more than most in US trading.  Powell testimony suggests risks are skewed towards faster pace of hikes.

Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial problems in 2008 and that distress in the sub-prime mortgage market ultimately triggered the Global Financial Crisis (GFC). But we suggest here that there may be another explanation that closely involves China? This is NOT in any way to suggest that China caused the GFC. Rather it says that we always need to take a broad, global view and to understand…

Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial problems in 2008 and that distress in the sub-prime mortgage market ultimately triggered the Global Financial Crisis (GFC). But we suggest here that there may be another explanation that closely involves China? This is NOT in any way to suggest that China caused the GFC. Rather it says that we always need to take a broad, global view and to understand…

Did China Really Cause the 2008 Global Financial Crisis?

United States

The US dollar is the official currency of the United States of America.

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Eight Hikes – 4 in 2018, and 4 in 2019 – What Does that Do to Asian Equity Markets?

ANTYA expects that the FOMC will raise interest rates 4 times in 2018 and maintain that trajectory for 2019 as well. Yes, we are calling for a 3.5%...

ANTYA Investments

EUR and AUD Risks Ignored for How Long?

The tariff fallout was surprisingly more towards a weaker USD. While this may reveal still underlying bearishness for the USD, other currencies,...

Greg Gibbs

Coming To The Boil - US Overheating Watch #1

By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new...

Richard Iley

USD Tests Resistance After Double Bottom

The USD testing key resistance after a double bottom. Higher US yields and shaky equity markets lending the USD support. Powell acknowledged the...

Greg Gibbs

Did China Really Cause the 2008 Global Financial Crisis?

Most analysts would agree that US shadow banking and its associated leverage and inadequate regulation lay at the heart of the World’s financial...

Michael J. Howell

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)