C8/Green Blue ‘Good Governance’ Certificate – October 2020

C8 GBI April 2020 Monthly Report – Cirdan Capital

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C8 Weekly Bulletin:  Backing Value over Defensive – NDR’s Smart Sector

BY JON WEBB
January’s 6.2% advance in the US S&P500 index was far from uniform with sector performances stretching from a 15% gain in consumer discretionary to a 2% retreat in utilities. Given the importance of sectoral positioning  - alongside overall market-directional bets - this week we give the opportunity to our index provider, Ned David Research, to outline the big calls from its 'Dan Hagen/ NDR Smart Sector with Catastrophic Stop' strategy. Read more →

C8 Weekly Bulletin: Don’t Fight the Fed, Don’t Believe Them Either

BY JON WEBB
After last week's Bulletin, featuring an excerpt from Boutique CIO's strategy piece, we had a number of requests to see the whole document. So we are sending it out in this week's Bulletin.  It is a great overview of the current US investment environment.  Read more →

C8 Weekly Bulletin: Europe performs well in ‘long only’ recovery

BY ROBERT MINIKIN
The new calendar year has begun with an explosive extension of the 'long only' asset rally which has been underway since last October’s Fed signal of smaller rate hikes. The positive case for European asset markets specifically been reinforced by a new slide in regional natural prices – to levels last seen ahead of the Ukraine invasion. In this Weekly Bulletin, we take a look at how investors can build European asset market exposure on the C8 platform. Read more →
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