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MI2 for C8 – The FX Year Ahead – Turning Japanese – Feb 2024

BY JON WEBB
Japan is likely to come into increasing focus this year. With bond yields now being allowed to rise as the BoJ’s Yield Curve Control experiment comes to an end, the BoJ’s roadmap to ending NIRP (if things go to plan), the multi-decade underperformance of Japanese equities still fresh in asset allocators’ minds (despite some promising upside momentum) and a chronically weak currency, (especially on a real effective, inflation-adjusted trade-weighted basis), there is plenty of potential for disruption. Read more →

Nike, FedEx, and Micron: Setting the Tone for Q2 2025 Guidance

BY TEMATICA
Market Wrap What a difference a 30-minute conversation with fed chair Powell can make!… Read more →

C8 Bulletin: Is the 60-40 Split Dead? (Advisor Hub)

BY JON WEBB
C8's CEO, Mattias Eriksson, proposes an alternative to this traditional equity-bond mix that results in better and more robust investment outcomes. It is achieved through a combination of adding uncorrelated alternative constituents and using modern portfolio construction methods.  Read more →
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