Tag: Equities
Why Now for Investment Trusts? With Phil Kent
In this latest special as part of Octo’s ‘Why now...
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The Yen Carry Trade Unwinds: What’s Next?
Key Takeaways Recent central bank actions and currency interventions have...
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JP’s Journal: Storm in a Teacup
When mainstream national newspapers start writing about the yen carry...
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Japan: The Butterfly Effect
Japanese equities have just experienced one of their biggest ever...
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No Rate Cut Yet, But the Clouds Are Parting
Fed officials again kept the federal funds rate at 5.25–5.50%....
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Summer Update: Refreshing the Central Case (and Some of the Risks)
The last few weeks have brought plenty of new data...
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