Feb 2019 Commentary

Due to demand from our investors this is the first of a continual series of ‘commentary’ posts.  In these, we take our monthly fund factsheet commentary and extend on it with some charts and other data sources that are curently affecting our thinking and...
A look at Credit Spreads – November 2018

A look at Credit Spreads – November 2018

2018 has not been kind to risk assets – that is common knowledge. Major equity Indices ranging from Japan, EU zone and now even US technology stalwarts like the FANG index, are exploring the red side of the chess board. These indices flashed red about 6 months...