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Updates and Outlooks

Trump 2.0 – this time he means it (maybe)

I’ve been saying for a while now that I believe we’re on the cusp of a change in “what’s working”.  By this, I’ve mostly been referring to a view that the prevailing momentum trades – “AI”, big tech etc – are poised to break whilst the U.S. share market in general is exhibiting all the […]

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Updates and Outlooks

Happy Anniversary!

Its 25 years since the Dot Com bubble burst. Surely history can’t rhyme so perfectly can it?
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International Markets

Leaning In…

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This Changes Everything?

It’s been a rather eventful month.  In case you haven’t heard, Donald Trump has been victorious in the U.S. presidential election. What does this mean for markets?
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International Markets

Macro Crosscurrents

It’s an exciting time in financial markets.  According to many respected macro observers, there’s a sense that we’re on the cusp of change… a shift in “what’s working”… potentially a profound shift…
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Investor Insights

The Boy Who Cried Wolf

The boy who cried wolf is a popular story in the financial markets world. It’s a story that’s stood the test of time - having its origins in ancient Greece as one of Aesop’s Fables.
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Investor Insights

More New Year Observations

The new year is well underway now. So far, the year is tracking much the same as the previous year ended with many of the trends continuing.
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