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Aug 31, 2017
Japan Equity Overweight

The Japan economy is picking up. GDP has been decently strong for six quarters, last quarter +2.5%. We are positioning […]

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Feb 1, 2017
USD JPY

The USD has broadly weakened (DXY Trade Weighted index as proxy) due to doubts about FED/Yellen resolve to raise rates. JPY […]

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Jan 24, 2017
Screening for the Trump impact

No surprises that President Trump has been in the headlines – one certainty is that the established world order is […]

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REPORTS

Many of the big financial institutions invest considerable effort to compile a forecast for the year ahead. It is maybe…

Owl Rock Capital is our preferred exposure to US Direct Lending and provides a superior dividend yield with strong risk…

High quality and systemically important French Banking giant. BNP’s superior fundamentals and management has allowed it to handle Eurozone…

Softbank is a strategic and deep thinking technology player…