Phone: +852 3700 8626
LinkedIn
Direct Deals
Investment Outlook
Macro Pieces
Portfolio Related
Jul 1, 2018
ACAL 2018 Mid Year Market Review

Given we are a truly independent financial advisor, we have used our ‘freedom of selection’ to source a few innovative […]

Download
Jan 4, 2018
ACAL 2018 Year Ahead Outlook

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

Download
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 […]

Download
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 […]

Download
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 […]

Download
REPORTS

The Philippine economy seems to have a split personality. Yes, you are reading these unusual words to describe a national […]

Owl Rock Capital 1st Lien Fund is a new offering. Investing in a subset of the direct lending universe, selecting […]

Given we are a truly independent financial advisor, we have used our ‘freedom of selection’ to source a few innovative […]

Visa Inc. (Visa) is a payments technology company that connects consumers, merchants, financial institutions, businesses, strategic partners and government entities…