RESEARCH CONTENT
Recent research dives into Canadian and Australian Macro and financial markets concluded that they are in pretty similar situations.
This piece shows that the market is ascribing two very different expectations for future interest rates, especially further out the yield curve. This provides a very interesting opportunity as the "risk premium" of one country over the other is likely to dissipate over time.
RESEARCH CONTENT A comprehensive research report on the macroeconomic situation in Sweden, which has one of the most indebted private sectors amongst Advanced Economies that is currently undergoing a
RESEARCH CONTENT Updated in-depth analysis on macroeconomic trends in Australia, together with a summary of interesting investment themes in Australian financial markets: An overindebted household sec
Chart pack looking at long term trends across asset classes. In this edition: Price/Momentum Divergences in US equity and M4 Momentum changes on Eur and US Credit spreads Government bonds (ex JGB) bet
