Portfolio Manager Joseph Mares, who was previously lead analyst for 'Wizard of Oz' Greg Coffey, was asked to provide commentary on a recent EuroHedge story on the future of energy markets. Joseph stated that, although most investors and utility management teams are aware of the concensus view that current growth...
Trium Portfolio Manager, David Slater, recently provided insight to the Wall Street Journal on the effects of the US-China trade negotiations. The comments come in the context of a rally in US stocks, providing some degree of temperence. He believes a combination of factors have led to an increase in...
David Slater, a macro rates Portfolio Manager at Trium, was recently asked for his comments on how Brexit negotiations could affect UK economic indicators. He stated "The main event this week is Brexit, and signs are converging that something has to happen either way. "The vote is only going to...
In the context of an upgraded S&P rating, Reuters spoke to David about Portugal's economic prospects. David bought into the Portugal auction the previous week, citing positive momentum as the driver. S&P stated that the main reasons for the upgrade were balanced growth and declining debt. It expects the economy...
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