Macro Portfolio Update #1 – The Steno Research Macro Portfolio Is Live!
We are thrilled to announce that our macro trading portfolio is now live on the website, giving you access to our approach to allocation. The full...
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Portfolio Watch: The outlook is brightening into October
Everything is about the ongoing rally in Chinese equities at the moment, with China now being the best yielding country in the world in equity...
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Portfolio Watch: A hawkish 50bp cut marking the bottom?
Happy Friday from Copenhagen!We haven’t had the best week, but we are thankfully still doing well in trades trending in a cutting cycle, such as...
411 Views
Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
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Portfolio Watch: Cracks are appearing in the lagging cycle
Happy Friday!It’s been a decent week in the markets despite a choppy macro outlook, with indicators pointing in diverging directions. Live...
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