Stargazer Asset Management Weekly – July 6 2020

This week we look at some of the high frequency economic data, relative global equity performance, Chinese equities and what to look at in FX.

BY ERIC FILL

SAM Weekly _ July 6 2020

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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 →

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 →

NDR Fixed Income Allocation Strategy October 2023 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

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