Overview #65 – A Tale of Two Central Banks
A review of recent events/data impacting our investment themes and outlook. We look at recent Central Bank decisions and the Iran/US MOU
149 Views
Overview #48 — Gradually, Then Suddenly
A review of recent events/data impacting our investment themes and outlook. We look at the wild moves in the commodity markets last week and what...
328 Views
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
1.1k Views
Overview #35 – You Can’t Always Get What You Want...
A review of recent events/data impacting our investment themes and outlook. We look at recent moves in the precious metals and uranium sector
587 Views
April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
1.3k Views