Founded by John Horseman in July 2000 the company provides money management expertise covering various equity strategies. We are owned entirely by the founding partners and directors …
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"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."
"If investors are looking at the stock market as an alternative to corporate bonds, the risk/reward looks poor."