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MARKET THINKING
Invest with Market Thinking in a UCITS global equity fund, developed in collaboration with Toscafund, a UK and HK-based specialist investment manager, harnessing the power of behavioural finance through thematics and factor ETFs.
This weekend we had another article in Australian Financial Review.
The collapse of Crypto is important, but likely not as significant for markets and economies as the collapse of the Unicorns from a supposed $3.7tn valuation to…a lot less.
The world of FX reserves has been upended over the freezing of Russia’s assets in a way not seen since Nixon closed the Gold Window in 1971.
In the Monthly Market Thinking, we focused on the rapidly retreating market liquidity and repeated Warren Buffet’s quote about seeing who is left swimming naked.
One of the most important questions facing investors is not inflation per se, but perceptions of inflation.
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