Market Synopsis – October 2023

Market Synopsis – October 2023

Is the new era of inflation underway? Long-run inflation swings have been powerful drivers of financial asset performance throughout economic history. These swings in long-run inflation result in inflation eras that can last multiple decades. We believe that a new...
An Introduction to PGMs

An Introduction to PGMs

What are PGMs? PGM stands for Platinum Group Metal, which typically includes six closely related metals that share similar chemical properties and are often found together in mineral deposits. The three most common platinum group metals are Platinum, Palladium and...
Market Synopsis – June 2023

Market Synopsis – June 2023

How did we get here? In March 2020, the global economy was hit by a shock that left millions of people out of work. After a few weeks of commotion, central banks swiftly responded, reducing rates and increasing quantitative easing. In addition, governments implemented...
Market Synopsis – May 2023

Market Synopsis – May 2023

Forget about the debt ceiling With the US government forecast to hit the debt ceiling on Monday the 5th of June market anxiety has been on the rise. US Indices rise on as much of an utterance of deal resolution and fall in panic on the hint of no deal. Despite the...
Market Synopsis – April 2023

Market Synopsis – April 2023

Puzzling US unemployment trends If you have been paying attention to US job openings over recent months, you may be wondering why, as the number of job openings have trended lower, employment numbers have managed to remain strong. Your confusion is warranted....