Daniel Weston

Today I present four charts which outlines our key market themes and portfolio positioning as we face ongoing Brexit uncertainty and malaise, a ever tightening US election race and a domestic weakening of Merkel's political powers in Germany. Show More

Daniel Weston

A year ago I sat here thinking that economic fundamentals mattered most when being a global macro investor. The "fundamentals" were driving my calls and it was working. It is exactly one year since my bearish, "fundamental" view of Commodities, Stocks and China lead the portfolio to enjoy the gains... Show More