Thematic Pieces

All extensive write-ups can be found below:

- Migrant Crisis, ‘23

- Under-performers to Potential Out-performers ‘23

- Change for Argentina ‘23

- Gold / Silver Potential Fat Pitch ‘23

- Rate Cut Beneficiaries ‘24,

- Under-the-Radar Name ‘24

- Germany’s Transformative Fiscal Plan ‘25

- Hard Assets in an Era of Soft Money ‘25