ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
360 Views
What's Priced In? Sensitivity of the Major Iron Ore Miners to Higher Prices
The iron ore price has remained resilient at around USD 55 per tonne, higher than many anticipated. While we still hold to our long-term target of...
345 Views
2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
269 Views
2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
282 Views
ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation & The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
276 Views