Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
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HONG KONG ALPHA PORTFOLIO (May 2025)
The Hong Kong Alpha portfolio underperformed its benchmark in May by 3%, however it has outperformed Hong Kong indexes by 3 to 19% since its launch...
507 Views
HONG KONG ALPHA PORTFOLIO (April 2025)
The Hong Kong Alpha portfolio underperformed its benchmark index during April by 1.1%. Since its inception last year, the portfolio has...
521 Views
Overview #22 – The Lunatics Have Taken over the Asylum
A review of recent events/data impacting our investment themes and outlook. What happens next for markets after the events of the last week
494 Views
HONG KONG ALPHA PORTFOLIO (March 2025)
The Hong Kong Alpha portfolio returned 0.97% in March outperforming its benchmark by 1.1%. Since inception the portfolio has outperformed Hong...
451 Views