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Summaries of our curated investment research product, Research Discovery – delivered weekly, by email to our paid subscribers.

Your Investment Themes: Search for growth, 2% inflation target is dead, Spring will justify Fed’s dovish turn

Hamish Risk March 28, 2024

Your Investment Themes: US vs the World Equity Markets 4:1, Small Value vs Large Growth, MOVE vs VIX

Hamish Risk March 22, 2024

Your Investment Themes: Bubble Indicators

Hamish Risk March 16, 2024

Your Investment Themes: Indicators, Ex US equities, de-Japanization, Rotation, Commodities

Hamish Risk March 9, 2024

Your Investment Themes: Market cycle guide, M2 unleashed, Savings drought, China exports deflation? Making sense of EPS, Inflation outlook, Momentum crashes

Hamish Risk March 1, 2024

Your Investment Themes: Another leading indicator, Capex, Labour tightness, US v Europe equities, Three scenarios for a new era of higher interest rates

Hamish Risk February 23, 2024

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