24/11/2020
There is no need to dwell on how wrong everyone would have been sitting down this time last year trying to predict 2020. With that […]
21/09/2020
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 […]
19/05/2020
As a change of pace from our recent Covid-19 updates, we think it is worthwhile commenting on the performance of the US technology sector and […]
23/03/2020
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 […]
16/03/2020
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. […]
12/03/2020
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 […]
18/02/2020
We don’t think so, but there are some caveats and risks. Prior to the outbreak, we were constructive on the outlook for global growth and risk […]
17/01/2020
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 […]