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.
The realisation is slowly dawning on Europeans that not only have Zero Carbon policies pushed Europe to a dangerous dependency on unreliable renewables that need (mainly Russian) natural gas as a baseload, but that the biggest winners of this...
Vladimir Putin’s adoption of established ‘Western’ tactics of Regime Change does not mean two wrongs make a right, not at all, but it does suggest that many other regimes will change as a result, regardless of how quickly things are resolved.
Market Thinking Model Portfolios use the principles of behavioral finance within a systematic risk management framework to deliver a dynamic asset allocation process for Absolute Return products.
Markets gyrated heavily last week, commodities spiked, then stalled, while equities sold off and then bounced.
The Hemmingway quote about the two ways to go bankrupt; “first slowly, then all at once” springs to mind when looking at the situation in Ukraine.
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