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Monthly Update: October 2016

17 November 2016
Dear Investors, After the surprising outcomes of the Brexit referendum and the US presidential election, it remains unclear what the effects on the economy and the markets will be. Investors did not seem to focus on a stream of mixed third quarter earnings reports, but are rather paying close attention to the uptick in inflationary signals, and the threat of potential trade barriers. The fear of a hard Brexit, exacerbated by a flash crash of the British pound, contributed to the risk-off sentim...

Monthly Update: September 2016

17 October 2016
Dear Investors, Global equity markets were flat in September, and the third quarter of 2016 turned out to be a solid but uneventful quarter. Uneventful, except for investors in European financial stocks, who were confronted with a tough month of September full of price swings. As concerns about Deutsche Bank's stability took centre stage, its shares plunged towards the lowest levels since the 1980s. The firm has long struggled to adapt to an era of tougher capital requirements and diminishe...

Monthly Update: August 2016

13 September 2016
Dear Investors, A few months after the referendum in the UK about the Brexit, the markets seem to have digested the widely unexpected news. Eurohedge assembled a few fund managers, including Aphilion, to share their initial insights on the likely impact of Brexit; you can read the full article here. European markets have been able to pare losses since the event, and US markets have been hitting record highs in August, on the back of improved earnings and a shift away from bo...