ANTYA Investments

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.  

Investing That Empowers You

February 2018 Employment Report – Supports 4 Hikes in 2018 and 4 in 2019 - Are Asian Equities Ready?

The Dot Plot Giveth – The Fed Presses On

FOMC Minutes – Growth, Financials and Technology Outperforms; Gold, Yen, HY and EMs Will Correct

Actionable Insights, Assured Alpha, ANTYA Investments

Actionable Insights, Assured Alpha

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

<p>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.</p><p>Our forecast implies a stronger dollar, weaker Asian currencies, and much weaker equity markets in Asia ex-Japan over the next few years. </p>

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?