Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Risk Transition
Chartonics webcast Wednesday 23 March 2016 Risk on to off transitionTo view click on this link: http://www.screencast.com/t/Y2Eeop9P3Yad 5:08...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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AmpGFX -Â Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
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Risk on Caps
Chartonics weekly condensed Saturday 27 February 2016*Condensed repport due to travel this weekendRisk on capsOil, US and Europe equity webcast- To...
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