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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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Nov 28, 2017
ACAL China Equities

China is a critical player in the world economy and is the worlds largest economy on a purchasing power parity […]

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Jun 10, 2017
ACAL Mid Year Review 2017

Overall we are turning slightly cautious on the risk/reward environment. Many economies have increased their debt load substantially, some haven’t […]

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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…