$1,5 bn Agri-ETF-Trade: Big Whale is Positioning for Strong El Nino
With around $1.5bn of inflows till end of May, the WisdomTree Agriculture ETF (the largest pure-play agricultural commodity ETP in Europe) is...
130 Views
Overview #62 - Standing Room Only
A review of recent events/data impacting our investment themes and outlook. We look at China's recent structural reform and some parallels with...
138 Views
Overview #59 – Enter the Dragon
A review of recent events/data impacting our investment themes and outlook. We look at the upcoming meetings between China, the US, and Japan and...
221 Views
Overview #58 - Central Bankers Are Revolting*
A review of recent events/data impacting our investment themes and outlook. We look at the Central Bank meetings and further implications of the...
226 Views
Overview #57 – Plus Ça Change…
A review of recent events/data impacting our investment themes and outlook. Oil, Nuclear, Deepseek and earnings from some of our stocks
263 Views