Mid-Year Themes Review - Part II
Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...
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Mid-Year Themes Review - Part I
A review of the performance of major investment themes in 2025 and outlook for the second half of the year, focusing on our favoured Asian equity...
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Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities
A review of recent events/data impacting our investment themes and outlook. We look at the longer term commodity move in the context of the current...
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Tactical Trading -Oil Joins the Commodity Rally
Oil joins the commodity rally and has likely bottommed regardless of the outcome in the current Israel/Iran fighting. OIl related equities are now...
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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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