Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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Cycle Inflection Turns
Chartonics webcast Tuesday 8 March 2016Cycle inflection pointsTo view click on this link: http://www.screencast.com/t/2hBvPl15 4:14 min.Our focus...
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New BIS Proposal on Operational Risk, Comparing China to Australia
There is a new proposal from BIS that is seeking to change the way banks calculate their operational risk. The concern they have is the current...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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Bankers Should Be Grateful to Basel
The past six months has been a challenging period for global bank shareholders. Global banks have declined by 20% since August, well below the 5%...
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