February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Money Watch: Trillions of USDs Are Waiting to Be Unleashed
Money trends were abysmal for most parts of 2022 and the early parts of 2023, but we are starting to see interesting trends arising in the global...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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