ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
543 Views
A 'heads Up' on Changing World Heights
A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest...
350 Views
Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were âdigitalâ as defined by the discrete electronic tasks they performed on...
335 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
518 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
361 Views