US federal reserve

Whether quantitative easing is an effective tool or if balance sheets of the central banks will shrink visibly in near future, one thing is very clear - the monetary, financial and geopolitical landscape has changed considerably, influencing many asset...

Worst year in two decades

Time to reverse some positions

Entered bear market

Food and fuel prices among the big risers

Valuations matter more than before

Holding bonds during recession

Declining macro outlook

Amati Global Investors new fund launch

Does not signal recession