Market Outlook 2019: What to expect this year
We are increasingly cautious for 2019. In our view, markets will prove to be challenging this year with risks emanating from a multitude of sources such as the economy, central […]
Read More →Nothing worked in 2018
Performance of traditional asset classes Traditional equities have had sizable losses especially in Europe and Asia (around -20%). Losses in US equity market have been smaller but the drop during […]
Read More →Market Outlook: Dive Deeper
Dive 1: Yield curve flattening Back in 1980s, Professor of Duke University Cam Harvey, pioneered the idea that when yield curve inverts (the ten year treasury yield is lower than […]
Read More →Market outlook 2019: The state of Global Economy and Politics
In this section we aim to give you a short summary of the global economic and (geo) political developments. The global economy kicked-off 2018 on an upbeat note, buoyed by […]
Read More →What is systematic investing
In general there are two types of investing or trading: Discretionary and Systematic. In discretionary investing decisions are based on subjective criteria that cannot be quantified in a clear and consistent way. It […]
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