In the Frame – Issue 1 > A message from Hue
A message from Hue: What I saw in January 21
Global equity markets started the year very positively. Equity markets rose across the world as…
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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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In the Frame – Issue 1 > Investor updates
Frame Futures Fund – Jan 21
The Frame Futures Fund declined -0.84% in January 2021, leaving it up +20.02% for the…
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In the Frame – Issue 1 > Investor updates
Frame Long Short Australian Equity Fund – Jan 21
The Frame Long Short Australian Equity Fund declined by -2.85% in January. During the month…
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In the Frame – Issue 1 > Companies in Focus
Commodities boom creates cash generating machines
As discussed in our reflation trade update, a combination of Government/Central bank stimulus and a…
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