CRYPTO TRENDS: In this week’s edition Sune Hojgaard Sorensen, our Managing Director, takes a look at what’s been happening in the fast-evolving Crypto Sphere recently.  The crypto market has [...]

Macro Trends:  In this week’s edition Jacob Shapiro, our Global Macro Adviser, takes a look at lumber. It seems like everywhere you turn there is a new headline prophesying an imminent [...]

Investors are always in search of the “New New” thing. Investing in innovation has historically been rewarding, especially if you can get in position as a major paradigm change gains traction. [...]

Macro Trends:  In this week’s edition Jacob Shapiro, our Global Macro Adviser, takes a look at Latin America.  When European colonists discovered the “New World,” they were primarily excited [...]

“As per usual the headlines surrounding the energy use of the crypto sector are misleading and one dimensional. Power consumption in crypto isn’t decided by Bitcoin alone. Unlike Bitcoin’s [...]

Macro Trends:  Our Managing Partner, Sune Hojgaard Sorensen, takes a look at ageing population dynamics and what it means for investors.  We are living longer. That’s great news. It does mean [...]

Macro Trends:  In this week’s edition Jacob Shapiro, our Global Macro Adviser, takes a look at China’s latest demographic numbers and ponder if the commentators are focusing on the wrong [...]

Macro Trends:  In this week’s edition Sune Hojgaard Sorensen, our Co-Managing Director, takes a look at the Chinese stock markets in a global context and asks if there is room to grow?  China’s [...]