What’s the Best-Performing Major Asset Class This Year? Hint-Its Yellow and Shiny!
Gold is reaching new highs without much attention, traditional drivers like low real rates and a weak dollar have not impacted yet. What does this...
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Overview #13 - The US Dollar Peaks, Japan Struggles While China Treads Water
A review of recent events/data impacting our investment themes and outlook. We look at the some recent trends in China, Japan and the USD
584 Views
Overview #12 - Not Another Trump Trade!Time to Fade?
A review of recent events/data impacting our investment themes and outlook. We look at the some post election trends in China, Japan and Precious...
708 Views
October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
510 Views
As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
560 Views