Media Center

24 April 2025 From a behavioural perspective, a key feature of major market episodes is that investors tend to focus on a single story....

14 April 2025 We are in the ultimate game of chicken. The big picture question is who blinks first? Either something breaks and we plunge...

11 April 2025 As we indicated earlier this week, our sense is that the stress in bond and funding market liquidity probably motivated the...

09 April 2025 A mentor of mine used to say in these moments, “what do you think you know that the market doesn’t already know?”   We know...

07 April 2025 A key element of our process is to capitalise on situations where market pricing has de-coupled from fundamentals or the...

04 April 2025 At the start of 2025 we suggested that the market unfriendly elements of the Trump Agenda – tariffs, destabilising...