Founded by John Horseman in July 2000 the company provides money management expertise covering various equity strategies.
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"Clearing houses take a backward-looking view on risk. 2017 was the year of lowest average volatility ever but, as this rolls off the back of the look back period, will margins increase?"
"Bond yields can also reflect views on currencies. Is 1.6% on a 10-year US treasury enough compensation for likely weakness in the currency?"
"Global photocopier and printer sales are in structural decline, largely due to an ongoing shift from paper-based work-flow and communications to digital."
"If growth in US oil activity has been a key driver of durable goods and activity, the change in US oil drillers from accumulating DUCs to running them down, should lead to a slowdown in employment growth."
"Despite the Bank of Japan’s best efforts, the Nikkei still has a tendency to move with employment."