On the Edge

Commentary on an Unfolding 2019. Following a large correction in markets in 4Q 2018 and a Hawkish Federal Reserve we’ve … Read the article

Omba 2019 Outlook

We conducted our own analysis and research having also read numerous outlook pieces from other firms, industry bodies and academic … Read the article

1H > 2H

As we move through the second half (2H) of 2018 we worry the first half (1H) might have delivered better returns than the second half will. You may recall that at the start of the year we provided a very short…