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Equities

Is the Market Leading the Fundamentals?

Despite the Fed striking a more hawkish tone following stronger-than-expected…

Are Markets Priced for Perfection?

Andreas Steno Larsen welcomes Bob Elliott, the CEO and CIO…

The Anti-Davos Trade

Despite the backdrop of doom and gloom at the World…

Why Consumer Prices Will Plummet (And How to Play It)

In the inaugural episode of Steno's Signals, Andreas walks us…

Is It Time to Pivot?

Bonds and equities rally and the dollar pulls back when…

This Is the Decade of the Bear

Ignore short-term, headline-driven rallies. According to Eric Johnston, the S&P…

Prepare Your Portfolio for a Treacherous Stretch

Whether central banks can control inflation without crashing the global…

Make Money When Markets Go Down

Neal Berger's strategy is clear: make money when stocks go…

First COVID, Then War, Now COVID

Russia’s invasion of Ukraine already made even more complex a…

Is Japan a Better Bet Than China?

For literally decades, the Asia investment story came down to…

This Is the Bear Market Inflation Made

Equity and bond markets reacted with equal ferocity to the…

Will “Zombified” Markets Lead to a Global Liquidity Crunch?

In their 2021 book “Market Tremors: Quantifying Structural Risks in…

How To Invest for a Post-Pandemic World

Nothing reveals opportunity in equity markets quite so well as…

Running on Adrenaline

With so much uncertainty surrounding the markets right now, trading…

Stocks Suffer as the Fed Turns Hawkish

With U.S. equity indexes languishing in January, it’s clear that…

Back to the Land: Investing in Farms as a High-Yield Inflation Hedge

With equities on uncertain footing, can America’s farmland offer an…

The January Effect: Trading the EUR/USD

Is it time for the perma-bears to come out of…

Equities — Relative Liquidity

Now that we’ve outlined the four main building blocks of…