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Jan 31, 2019
ACAL 2019 Year Ahead Outlook

Last year, we prepared a market outlook that outlined the consensus view, amongst buy and sell side, and then incorporated […]

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Nov 27, 2018
Markets in October 2018

There can be little disagreement with the fact that the relatively stable world order we have enjoyed during the first […]

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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 […]

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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 […]

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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

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 […]