In the Frame - Issue 7 > Market insights
COVID-19 Delta Variant
Over the last few months, we have seen the focus of the world’s media shift…
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In the Frame - Issue 6 > Market insights
The rise of the United States Dollar
Implications The US Dollar (USD) is the most influential currency on earth and its relative…
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In the Frame - Issue 5 > Market insights
The cannabis theme, currently up in smoke
The cannabis theme first caught our attention in December, when a United Nations (UN) commission…
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In the Frame – Issue 4 > Market insights
Tech adoption, structural or temporary?
The COVID-19 pandemic bought on an onslaught of panic selling in financial markets, followed by…
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In the Frame – Issue 3 > Market insights
Where to next for the Electric Vehicle theme?
One of the themes we have been covering extensively for the last 18 months is…
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In the Frame – Issue 2 > Market insights
Investment Themes 2021 Revisited – Part 2.
Over the last few weeks investors have been fixated on rising yields in fixed income…
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In the Frame – Issue 1 > Market insights
Reflating the global economy
In our article ‘Investment Themes 2021’ released in December, we identified the ‘reflation trade’ as…
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Market insights
Investment Themes 2021 revisited – Part 1.
Over the next six months, we will provide monthly updates on our ‘Investment Themes 2021’…
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Market insights
Investment themes worth backing in 2021
THEME 1 Reflate the economy As share markets crashed across the globe in March and…
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Market insights
Battery metals poised for another big year in 2021
At the beginning of the year, we identified rare earth elements and battery metals as…
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