“Resistance Is Futile” – For Both Bulls And Bears

Published on May 7, 2025

Over the past two weeks, the market has had a furious nine-day rally, the longest winning streak in 21 years.

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Markets Betting on Tariff Relief But Impact Still Lurks

May 7, 2025
Despite negative GDP growth in Q1 and global trade tensions, markets are showing surprising resilience. Investors are betting tariffs will not bite as hard as feared earlier in April and that deals will emerge to soften the blow.

Walking the Tightrope: Trend Following’s Tricky Tradeoffs

May 7, 2025
Trend-following strategies can offer attractive, positively skewed returns, with large positive outperformance often coinciding with large equity selloffs, thereby offering tail protection.