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JP’s Journal: Summer Doldrums

Last week’s data was reassuring, indicating that economic activity is...

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Europe Better Placed than America… and Cheaper

In the US, weakening employment poses risks to both consumer...

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The Viewpoint: Operational Gearing Friend or Foe?

Operational gearing – a double-edged sword The idea of operational...

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Solid Macro Fundamentals in Brazil Support a H2 24 Stabilisation

After a strong performance in 2023, Brazilian assets had a...

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Quarterly Insurance Update Q3 2024

Welcome to the Q3 2024 investment update designed for insurers...

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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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Is the US Economy in Recession?

The increase in the US unemployment rate in July triggered...

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Vendée Globe 2024/25: The Countdown Commences

It is now only three months to go to the...

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