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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 [...]

“I cannot forecast to you the action of Russia. It is a riddle wrapped in a mystery inside an enigma; but perhaps there is a key. That key is Russian national interest.”  – Winston Churchill, 1 [...]

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 [...]