Almost all of the time, elections in rich, liberal democracies don’t really matter for markets. Especially over the longer term. Electors choose between a centre […]
Global equities peaked one month ago and have corrected around 30% since that time. That is the fastest 30% correction on record, with market volatility […]
By Romano Sala Tenna Katana Asset Management They say that truth is the first casualty, but I would suggest that ‘perspective’ is actually the first to go. […]
Since our update last week, market action has continued to be exceptional. The icing on the volatility cake was the effective dissolution of OPEC+ on […]
Our country has been burning for almost 3 months. Record-breaking temperatures and months of severe drought have fueled a series of massive bushfires across Australia. So […]