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This website is launched and published by the « Company », as defined at the bottom of every page of the website. Opinions on this website are the judgement of the Company, at the time specified and may be subject to change without notice. The Company is not obliged to update or alter the information or opinions published on this website. By using this website, you accept these general terms and conditions (“GTC”), and acknowledge that they are the mutually agreed terms for your visit to and the use of this website. The term “website” includes all content and data provided and all sub- and micro-sites of this website. Further, as a user of this website you acknowledge that you are responsible for ensuring that the legislation applicable to you in your jurisdiction permits you to consult this website and you represent and warrant that you have the necessary means and skills to access this website and use it in the intended manner only. The GTC are subject to changes without prior notice. If any part of the GTC is judged to be illegal or unenforceable, the continuation in full force and effect of the remainder will not be prejudiced. The Company reserves the right to change the GTC at any time by updating the wording on this webpage. You will not necessarily be directly notified of such a change. Therefore, please ensure that you regularly check the GTC so you are fully aware of any changes or updates. Certain sections and / or pages of this website contain separate and / or supplementary conditions, including separate disclaimers (“Supplementary Conditions”), which apply in addition to the GTC. In the event of discrepancy between the GTC and any Supplementary Conditions, the Supplementary Conditions relating to the sections or pages of this website will take precedence. Site contents The information provided on this website is for information purposes only. It is not intended to solicit the subscription of or the sale of any financial instruments. In no event shall the content of this website be deemed as an investment advice with respect to any financial instruments or investment service, or an offer to purchase or sell these. In addition, as the presentation of financial instruments or investment services in itself does not allow the making of a contract, it may neither be considered as a solicitation for purchase or sale of financial instruments or investment service or an offer of such to the public. We do not guarantee that this website, or any content on it, will always be available or be uninterrupted. The Company reserves the right, in its sole discretion and without notice, to suspend and/ or block access to this website for breach of the GTC or for any other reason, and/ or to change any part of this website including the functionality of this website and the layout and look of this website. However, except as required otherwise by law or regulation. The financial instruments referred to in the web site are the undertakings for collective investment in transferable securities (UCITS) regulated by the UCITS IV Directive (2009/65/CE) or the alternative investment funds (AIF) managed by an alternative investment manager regulated by the AIFM Directive (2011/61/UE). The investment undertakings are designed for non-professional or professional investors, as specified in the regulatory documentation of each investment undertaking. The UCITS IV Directive, amended by Directive 2014/91/UE (UCITS V), has implemented the Key Investor Information Document (“KIID”) which forms an integral part of the legally and regulatory required documentation for all or financial instruments publicly offered. The KIID is a strictly regulated document with respect to its form and content and focuses on key elements of the investment objectives, risk, costs and historic performance.. The latest KIID must be consulted prior to any investment decision. The relevant KIIDs, as applicable and other material investor information are available on this website. A paper version can be requested from the Company. These documents will be provided free of charge upon simple request (by email, telephone, facsimile or in writing). The Company disclaims any liability for any decision made on the basis of any information contained on this website.

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Graph

Front of mind

Graph of the Week –...

Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…

By Daniel Morris

09/10/24
Article

Front of mind

Weekly Market Update – Too...

The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…

By Daniel Morris

07/10/24
Graph

Front of mind

Graph of the Week –...

Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…

By Chi Lo

04/10/24
Article

Front of mind

Weekly Market Update – Linking...

The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…

By Chi Lo

30/09/24
Graph

Front of mind

Graph of the Week –...

What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…

By Daniel Morris

27/09/24
Article

Front of mind

Weekly Market Update – The...

Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…

By Daniel Morris

23/09/24