Thematic products have become a critical part of the investing landscape by providing investors focused exposure to a sector or a group of companies in order to capitalize on a specific and timely trend. This month’s Thematic Times focuses on the biotechnology sector, where innovation and acquisition potential provide ample room for price movement. However, uncertainty within the sector makes indexed strategies a simpler and more suitable solution than stock picking for many investors.

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NDR Dynamic Allocation Strategy November 2022 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

C8 Hedge – Currency Compass – Manage Currency Balances with C8 Hedge – June 2025

BY JON WEBB
All corporates and asset managers hold cash balances, to cover upcoming outgoings and, in reserve, an excess balance, for example, in case of fund redemption.  A corporate or asset manager will build excess balances as they randomly accrue in various currency accounts, we propose managing these cash balances in a more systematic way. As regular readers will know, C8 Hedge is designed to add value to the FX hedging process by modelling key drivers of FX markets: fundamental, trend, carry and value.  Importantly, these key drivers can be just as easily used to optimise cash balances. Hold excess cash in currencies that are likely to appreciate on a total return basis (combining spot movement and interest carry). Read more →

MI2 Partners Thoughts From The Divide: Deciding on “Someone”

BY JON WEBB
A little less than two years ago, we noted, with some surprise, that Huw Pill had bucked the usual central bank modus operandi of avoiding unfortunate truths and had instead gone the direct route, telling the UK “we’re all worse off, and we all have to take our share”. Speaking about inflation, the BoE’s Chief Economist clarified that, “If the cost of what you’re buying has gone up compared to what you’re selling, you’re going to be worse off… Read more →
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