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TRIUM TALKS

2024: Where should investors look in the ‘Year of the Vote’?

Over half of the world will vote next year, expect a lot of dispersion and investment opportunities. While everyone is focused on the 2024 US Presidential Election, and rightfully so due to Trump still being a leading contender (and political polarisation in the US at quite elevated levels), we are...

Read: 5 min
TRIUM TALKS

Don’t cry for Argentina…yet

It’s officially over. After six months of campaigning and election surprises, Javier Milei has been elected in a surprising run-off. The President-Elect, a self-proclaimed anarcho-capitalist, has been an outspoken critic of public spending, export taxes, and regulations, vowing to privatise many state-owned enterprises. However, his lack of political support from...

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TRIUM TALKS

The Yellen Dilemma: to spend or not to spend?

October was a month where headlines were dominated (again) by extreme moves in rates, with the action this time precipitated by a dovish indication that the Fed is officially on hold. Yet somewhat less well covered was a surprisingly poor earnings season for many US large-cap companies, which was strangely...

Read: 2 min
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