Peak Rates and the Yen
Trade in Soda; Last week, the central banks signalled that the interest rates have peaked. That doesn’t mean we
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Market Dislikes the Long-Term
We live in an era of divergences, and the collapse of the bond market is behind it. Perhaps not just
Equity Momentum Wanes
With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of
Be Wary of Undervalued Investment Trusts
I want to remind you what we are waiting for, especially in the Soda Portfolio. There are dozens of investment
Southern Asian Growth Outshines
Trade in Whisky; Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official
Knowns and Unknowns
Trade in Soda; It’s been another few red days for markets, which has spread beyond bonds. I want to