OUR VIEWS

Making Money! Trusting G7 consumers to offset China slowdown

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In collaboration with The Global CIO Office (Bill O’Neill, Gary Dugan)   Latest data hint at some easing in the gloom around global growth With trade tensions persisting, the focus…

Making Money! Have Markets Over-discounted the Good News?

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In collaboration with The Global CIO Office (Bill O’Neill, Gary Dugan) Singapore, Dubai and London, 25th February 2019   Equity markets and risk assets rise as the global economy weakens…

Making Money! When Good and Bad News is Good News

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In collaboration with The Global CIO Office (Bill O’Neill, Gary Dugan) Singapore, Dubai and London, 18th February 2019 Global markets rally on good geopolitical news Poor economic data overwhelmed by…

Making Money! South America – As one Economic Model Sinks Another Emerges

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In collaboration with The Global CIO Office (Bill O’Neill, Gary Dugan) Singapore, Dubai and London, 15th February 2019 South America is in an epicentre of evolving political and economic systems…

Making Money! ICP Model Portfolios. Latest Results – November

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Volume 1 Issue 7, November   Global Equities In November, the best performing equity markets were South Africa (+6.9%), Vietnam (+5.7%) and Hong Kong (+4.0%). The markets which posted the…

Making Money! ICP Model Portfolios. Latest Results – October

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Volume 1 Issue 6, October   Global Equities Broadly, emerging markets returned to their streak of outperformance vs. developed markets, though there was a great deal of variation in returns…

Making Money! ICP Model Portfolios. Latest Results – September

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Volume 1 Issue 5, September   Global Equities After a strong run of emerging market performance, aggregate developed markets solidly outperformed EMs, mainly through avoidance of downside. There was quite…

Don’t Ignore the Warning Signs

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Hurricane Harvey no one off - a wake-up call to the effects of global warming The global pensions crisis is upon us now North Korean crisis will not go away…

Making Money! ICP Model Portfolios. Latest Results – August

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Volume 1 Issue 4, August Global Equities Global equity markets were mixed with some emerging markets the best performers (Russia +7.6%, Poland +6.0%, Chile +5.9%, Brazil +5.8%) and others as…

Korean crisis

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Why this geopolitical event is worrying Throughout history when nations build-up their weaponry they almost feel emboldened to fight someone. North Korea has been building its military spending for some…

Failure of Central Bank Policy

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Don't ever forget what is really happening in the global economy and it's likely impact on financial markets over the longer term. Whatever you do, don't get caught up by…

Making Money! ICP Model Portfolios. Latest Results – July

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Volume 1 Issue 3, July  Global Equities Global equity markets experienced a very strong month in July, with many developed markets including the US hitting new record highs. Even the…

Making Money! ICP Model Portfolios. Latest Results – June

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Volume 1 Issue 2 Global Equities Several EM countries, including Nigeria, Mexico and Taiwan were among the best performing equity markets. Qatar, South Africa and Russia were among the worst…

Eurozone En Marche

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Whilst it will be some time before we know whether Mr. Macron is more of a Modi than a Trump, however we sense the markets are prepared to take a…

Using technology to reduce costs

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In the startup world, cost minimization is paramount, while maintaining a growth trajectory. In established companies, cost reduction should be an ongoing process. The way this can be done in…

Breaking the Bloomberg & Reuters monopoly in Africa

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Africa’s front-office trading screens have traditionally been the battle ground for a long and protracted ground war tirelessly waged bytwo of the old market stalwarts - Bloomberg and Reuters. However,…

Jeremy Corbyn the next UK Prime Minister

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Although such a headline still appears very unlikely, the recent closing gap in polls between the Labour and Conservative parties to just five percentage points has raised the odds significantly.…

Cost Leadership: The Unreasonable Man

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The financial services industry is suffering through a downturn, like many sectors of the economy. The cause of this is soft rates, low investment yields, and changing regulations. In the…

Breaking the Bloomberg & Reuters monopoly in Africa

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Africa’s front-office trading screens have traditionally been the battle ground for a long and protracted ground war tirelessly waged bytwo of the old market stalwarts - Bloomberg and Reuters. However,…

The Quants Run Wall Street Now

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In a very recent May 2017 Wall Street Journal article the authors argue exactly that.Does that mean that the active, qualitative, stock picking approach to investing has been overtaken by…
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