Arculus Funds Management Financial News, News 2023-12-04 Are we in the eye of the inflation storm? | Economic update During November the market consensus shifted towards the FOMC and ECB remaining on hold throughout 2... Read More
Arculus Funds Management Financial News, News 2023-11-27 The Bank of Japan doesn’t remember how inflation works | Economic update Last week was a big one for the history of Japanese monetary policy. If you did not notice this, you... Read More
Arculus Funds Management Financial News, News 2023-11-20 Why the CPI report reaction surprised so much | Economic update We were surprised last week by the reaction to the slightly better than expected US CPI monthly repo... Read More
Arculus Funds Management Financial News, News 2023-11-13 Pivotal week for global markets as the ticking time bomb awaits | Economic update The week ahead may prove pivotal for the global bond markets. The US has roughly $33 trillion in Fed... Read More
Arculus Funds Management Financial News, News 2023-11-06 Markets get caught by a triple surprise | Economic Update The markets were caught by a triple surprise last week. Firstly, the Treasury opted to issue less 10... Read More
Conor Murphy Financial News, News 2023-11-06 TWE Retail Entitlement Offer – What are your options? If you’re a Treasury Wines shareholder you may be wondering about the recent entitlement offer and... Read More
Zach Riaz Financial News, News 2023-11-01 Insights from an Investment Managers trip to Hong Kong Last week we travelled to Hong Kong to attend a global investment conference and conducted several m... Read More
Arculus Funds Management Financial News, News 2023-10-30 Bond market wakes up from its hypnosis | Economic update In Australia the release of the monthly CPI data upset the bond market that had been hypnotised by t... Read More
Arculus Funds Management Financial News, News 2023-10-23 RBA’s interest rate dilemma and the importance of timing | Economic Update The markets, at both a bond and currency level, are now forecasting that the RBA has fallen behind t... Read More
Arculus Funds Management Financial News, News 2023-10-09 Why the ‘bondcano’ wasn’t a huge surprise | Economic Update Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little... Read More