Tag: Equities

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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Japan: The Butterfly Effect
Japanese equities have just experienced one of their biggest ever...
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