Market insights
Economic impact of a vaccine
With multiple companies making progress in the vaccine space, we have begun to envisage a…
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Market insights
2020 US Election
With the United States Election just around the corner, investors around the world are weighing…
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Market insights
Rare earth elements update
In January 2020, we published an article titled “2020 Investment Themes & Opportunities”. The fifth…
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Market insights
A repeat of the GFC
Following on from our latest article ‘2020 Investment Themes & Opportunities’, we identified a number…
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Market insights
2020 Investment Themes & Opportunities
At the start of each calendar year, we like to take the time to identify…
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Market insights
2019 Review
Picture this, the week before Christmas 2018. The S&P 500 has just had the worst…
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Market insights
Equity melt-up
Over the last 18 months, we have experienced a draw-down of greater than 20% on…
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Market insights
Circle of Control & Investment Strategy
The concept behind the circle of influence and control is simple. What is within the…
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Market insights
Multiple Strategies
The Frame Futures Fund runs two portfolios. They are called the Core and Trading strategies.…
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Market insights
Federal Funds Rate projections. They expect what???
Following on from the article we wrote in December 2018, ‘Outlook 2019’, we outlined four key…
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