Macro

Three times in the past 12 months financial markets have been in a tizz. We went close to a bear market in August 2015, officially entered one in February of this year...

In our January outlook note for 2016, we outlined several significant issues facing investors. The strong US dollar and tepid growth pressuring US corporate earnings...

Since the beginning of 2016, we have observed several key positive industry catalysts. Firstly, Tesla’s March 2016 Model 3 launch, boasting 325,000 orders and equating...

Falling growth and inflation expectations along with diverging central bank policies have been a significant driver of the volatility across bond/commodity/currency...

OPEC initiates a price war; implications. OPEC has historically supported oil markets by curtailing production in periods of oil price weakness. Their systematic...