Gold Consolidation Favours Selective Upside
Gold's higher structural floor is meeting tighter policy and weaker momentum. The Insight tests which exposure best fits selective upside without...
86 Views
Overview #54 – The Spice Must Flow
A review of recent events/data impacting our investment themes and outlook. We look at opportunities to come as the sell-off continues
370 Views
High Conviction Idea: Oil Is the New Gold!
We would be looking to trim SOME OIL and GAS stock exposure this week as the spot price rises. This would be to buy more in the inevitable...
638 Views
Overview #48 — Gradually, Then Suddenly
A review of recent events/data impacting our investment themes and outlook. We look at the wild moves in the commodity markets last week and what...
328 Views
Overview #68 – The Dog that Didn’t Bark
A review of recent events/data impacting our investment themes and outlook. We look at what the recent rise in US government yields didn't affect,...
142 Views