top of page
_edited.png)
strategy
Commentary on financial markets, macroeconomic trends and overall portfolio strategy.
Articles that apply to individual investors, institutional investors and anyone with an interest in markets.
markets & macro trends
portfolio strategy
28/08/2023 / Size Really Doesn't Matter - BRICS Expansion
20/06/2023 / Are Treasuries Really a No Brainer?
07/06/2023 / Global Slowdown Impacts Chinese Exports
02/04/2023 / OPEC+ Announces Production Cuts - More Upwards Oil Price Catalysts
28/01/2023 / A Sur Thing? - Argentina & Brazil Begin Talks to Share a Common Currency
12/11/2022 / ESG, Like Climate Change Reversal, is Doomed to Fail
18/09/2022 / Oligopoly of Vice - Spotlight on the Global Tobacco Industry
bottom of page