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img Newsletter Macro Realities: 2024 a leap in the dark

Newsletter Macro Realities: 2024 a leap in the dark

      Click here to subscribe to our newsletter – Tuesday 30 January 2024 – Macro Realities: 2024 a […]

img 2024: A Leap in the Dark

2024: A Leap in the Dark

The year 2023 was marked by surprising events on both the economic and geopolitical fronts. Setting aside unpredictable armed conflicts, […]

img Portfolio Construction: When uncertainty Feeds Gold 

Portfolio Construction: When uncertainty Feeds Gold 

How far will Gold price go? Gold is testing the $2K resistance, driven by geopolitical uncertainty, recession fears, and central […]

img Newsletter: Gold Q1 2024: rising above and beyond

Newsletter: Gold Q1 2024: rising above and beyond

      Click here to subscribe to our newsletter – Thursday 14 December 2023 – Gold Q1 2024: rising […]

img Newsletter: The Crypto Comeback- Q4 2023 Quarterly update for institutional investors

Newsletter: The Crypto Comeback- Q4 2023 Quarterly update for institutional investors

      Click here to subscribe to our newsletter – Thursday 23 November 2023 – Q4 2023 Crypto Room: […]

img The Crypto Comeback

The Crypto Comeback

While 2022 witnessed a sustained decline in crypto-assets, casting doubt on their appeal as an asset class, 2023 could mark […]

img Newsletter Macro Realities: from Armed Conflicts to Inflation

Newsletter Macro Realities: from Armed Conflicts to Inflation

      Click here to subscribe to our newsletter – Thursday 26 October 2023 – Q4 2023 Macro Realities: […]

img Macroeconomic realities: From Armed Conflicts to Inflation

Macroeconomic realities: From Armed Conflicts to Inflation

Higher for Longer: Even prior to the outbreak of the Israeli-Palestinian conflict, markets appeared to have already embraced a “higher […]

img Newsletter: The Thematic Compass – Q3 2023 Thematic funds quarterly update for institutional investors

Newsletter: The Thematic Compass – Q3 2023 Thematic funds quarterly update for institutional investors

  Click here to subscribe to our newsletter – Thursday 21 September 2023 – The Thematic Compass – Q3 2023 […]

img Shift in flows and performance, a Higher For Longer fear

Shift in flows and performance, a Higher For Longer fear

August wasn’t July While performance across all themes was positive in July, with 21 themes outperforming the MSCI ACWI, August […]