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“Shapes” – Mapping the Recovery

  • September 11, 2020

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

  • February 14, 2020

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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Market Update – Coronavirus

  • February 4, 2020

We have prepared a brief market update with a specific focus on the current market impact of the Coronavirus outbreak – something that we continue to watch closely.

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Fixed Income and Rates Discussion

  • November 21, 2019

We have recently received a number of questions relating to fixed income and interest rates as we now live in a world of unusually low rates and muted inflation in developed countries. Our analysis team have prepared a short discussion…

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On the Edge

  • August 23, 2019

Commentary on an Unfolding 2019. Following a large correction in markets in 4Q 2018 and a Hawkish Federal Reserve we’ve had an about turn into a strong 1H market rally and Dovish Fed…how quickly things can change!

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