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Global Fixed Income Note

Some of the most frequent questions we get from clients these days pertain to inflation and bond markets - particularly those in the US, UK, and Europe. In this publication we address a number of those questions and aim to…

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Thematic Trends: eSports & Video Gaming

In this unique and exciting research piece we explore a specific thematic trend: Video Gaming and eSports adoption. A first in a series for the year ahead we take a look at the size of the market, and what will…

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“Shapes” – Mapping the Recovery

A “V” Shaped recovery? A “U” Shape? We all hope that markets do not follow a “W” or “L”, but a “K” might be the most appropriate. In “Shapes” – Mapping the Recovery, we explore the various trajectories that the…

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OMBA 2020 Outlook

Markets, Multiples, Monetary Policy & Momentum Some of our thinking for a complex 2020 In this piece we touch on many topics and share some of the things we like, some of the things on our radar and a brief…

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