Market insightsInterest Rates & Equity ValuationsAre equities currently expensive and is now a good time to invest? We have been…Read moreBy Frame Funds ResearchJuly 1, 2019
Market insightsTrade war impactsThe most discussed topic of the last 18 months is by far the trade war…Read moreBy Frame Funds ResearchJune 1, 2019
Market insightsOutlook 2019 ReviewedIn December 2018, we produced ‘Outlook 2019’ which attempted to outline the key themes we…Read moreBy Hue FrameMay 1, 2019
Market insightsHumans vs Machines or Humans & MachinesWe consider three different investment managers that vary by dependence on the level of quantitative…Read moreBy Frame Funds ResearchApril 1, 2019
Market insightsAussie gold miners & the global economyHistorically, during times of monetary policy uncertainty, we have seen gold rise. This is primarily…Read moreBy Frame Funds ResearchMarch 1, 2019
Market insightsThe Economist vs the Money ManagerFollowing on from our article in November 2018 ‘A tired Bull, an awakened Bear’, financial…Read moreBy Frame Funds ResearchFebruary 1, 2019
Market insightsJohn Bogle & Index InvestingWith the founding father of index investing passing away recently, we reflect on the legacy…Read moreBy Frame Funds ResearchJanuary 1, 2019
Market insightsOutlook, 20192018 has been the year of swinging sentiment. Markets experienced extreme optimism (January), to extreme…Read moreBy Frame Funds ResearchDecember 1, 2018
Market insightsA tired Bull, an awakened BearOctober was a damaging month for global equity markets. Not purely based off the percentage…Read moreBy Frame Funds ResearchNovember 1, 2018
Market insightsSanctions, Trump and ShortagesMarket commentators and traders are increasingly discussing the strength of Oil and whether we will…Read moreBy Frame Funds ResearchOctober 1, 2018