Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
296 Views
Overview #12 - Not Another Trump Trade!Time to Fade?
A review of recent events/data impacting our investment themes and outlook. We look at the some post election trends in China, Japan and Precious...
459 Views
October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
350 Views
As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
322 Views
September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
297 Views