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...
426 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
311 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
321 Views
Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...
278 Views
Low Odds of U.S. Drug Pricing Reforms Create Favorable Valuations
Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to...
1.7k Views