Market commentary

Focus on science

Mint - Blain's Morning Porridge Break the cycle, Morty. Rise above. Focus on Science. The Morning Porridge is unrestricted market commentary freely available to all investors on an unsolicited basis. It is not investment research. Happy New Year, China.. Yeah… let's see how the Year of the Dog pans...
Brexit investor sentiment up

Investor sentiment related to Britain's planned exit from the European Union is improving, according to State Street Corporation, which today launched the latest findings from its Brexometer Index, a quarterly pulse survey of institutional investor sentiment on the economic impact of Brexit. State...
Equities are oversold; further fallout will be limited

Equities are oversold now rather than overbought and further fallout from the market correction will be limited by three key factors observed by Ewout van Schaick, Head of Multi-Asset at NN Investment Partners (NN IP). In a note issued this morning, he writes that NN IP has taken advantage of the...
Regime change in bond markets?

Four factors argue against an imminent regime change in major global bond markets, according to a note published this morning by Gene Frieda, Global Strategist at PIMCO. "With a steady repricing of global bond markets having contributed to a sharp plunge in global stock markets, there could be...
Hedge funds outperform


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