Brazil hikes interest rates again: +75bps to 4.25% Basically another data point in a key theme for us: the global monetary policy tides are turning... This latest rate hike brings the global total number of interest rate hikes to 23 so far this year on our count. Head of Research Callum Thomas has been documenting this emerging theme on Twitter: https://lnkd.in/gSJyj49 #monetarypolicy #interestrates #ratehikes #centralbanks #economy #globalmacro #fixedincome #inflation
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Get access to our top-down global asset allocation insights: https://lnkd.in/ddcgXX_Y We have a number of options depending on your requirements, budget, and bandwidth...
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Commodities move in Cycles The sooner you accept that, the sooner you can develop the tools and mental models to navigate commodity markets. Here's some tips: https://lnkd.in/g5s5UJnw
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Take a minute to read how you can apply valuation signals to Multi-Asset investing (and uncover hidden insights that most people miss) --> https://lnkd.in/gpwJxZMV
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Check out out latest monthly Market Cycle Guidebook: https://lnkd.in/gjSdNHBe -Instant overview of: economic cycle, policy, valuations -Market snapshot, views across asset classes -Over 70 charts on the key drivers of risk and return across a global multi-asset universe
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What do you mean "Cyclicals" ? Two very different pathways here... The truth on Cyclicals vs Defensives (+ the risks and opportunities): https://lnkd.in/gqJ44C5b
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Do NOT "Sell in May" until you read this chart pack (10 charts, and brief but insightful comments + conclusions): https://lnkd.in/gR6asfeJ
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The Sell-in-May (and Buy-in-Nov) Effect n.b. it is a thing, but it works different in bull vs bear markets Triggers, stats, context, and nuance (short read): https://lnkd.in/gR6asfeJ
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Chart of the Week - The Trouble With Cyclicals vs Defensives https://lnkd.in/gqJ44C5b
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Sell in May? Maybe Sell the US Dollar and Buy WTI Crude oil! More seasonal signals: https://lnkd.in/gR6asfeJ
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Small vs Large — a Big Valuation Gap: https://lnkd.in/dqjkhcBq Small caps are about as cheap as they get vs large caps. All those stories and narratives about Large Growth are already in the price, and then some. Longer-term contrarian minded investors should take note.
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