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Sep 4, 2017
Royal Dutch Shell

The Royal Dutch Shell plc explores for crude oil and natural gas around the world, both in conventional fields and […]

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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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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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Jun 10, 2017
JD.com

JD.com is one of China’s largest e-commerce company and part of the core portfolio for higher risk appetites. It 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…