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    More Nails in the Macro Conditions Coffin
    • May 5
    • 3 min
    Fund Management

    More Nails in the Macro Conditions Coffin

    From our perch, to describe the policy change by the FOMC today as a “dovish hike” is an oxymoron. To be fair, the Fed was clearly less hawk
    9
    The Crash in Trash
    • Apr 29
    • 3 min
    Fund Management

    The Crash in Trash

    The crash in trash (profitless technology companies) has been brutal year to date and from the peak in February last year (-40% year to date
    5
    Highway to Sell (Heavy Metal Version)
    • Apr 26
    • 2 min
    Fund Management

    Highway to Sell (Heavy Metal Version)

    Financial market volatility has continued over the past week, but has started to take on a new dimension. In contrast to the recent inflatio
    13
    Too Much Doom in the Room
    • Apr 22
    • 2 min
    Fund Management

    Too Much Doom in the Room

    As we often note, a behavioural episode is typically characterised by; a rapid and violent movement in price; focus on a single story; and o
    4
    Value versus the Prevailing Bias
    • Apr 20
    • 3 min
    Fund Management

    Value versus the Prevailing Bias

    Three major fears in the market prevailing bias; 1) inflation; 2) higher interest rates; and 3) and an imminent earnings downgrade cycle are
    12
    The Slope of Hope
    • Apr 13
    • 3 min
    Fund Management

    The Slope of Hope

    The recent market obsession – inflation – wasn’t quite as bad as feared, with the core reading falling well short of the consensus forecast
    14
    Cluster Struck
    • Apr 12
    • 3 min
    Fund Management

    Cluster Struck

    The news flow this week is likely to be relatively important for markets. Of course, as we often note, it is how price responds that matters
    1
    Brain-Fade
    • Apr 6
    • 2 min
    Fund Management

    Brain-Fade

    From our perch, the communication from the Fed’s Brainard overnight was thick with irony. As my Italian friend noted, I never thought I woul
    6
    Hot Stuff
    • Apr 4
    • 3 min
    Fund Management

    Hot Stuff

    The recent macro news flow has many parallels with the 1970s. As a result, I cannot seem to get the immortal Donna Summer out of my head. Th
    3
    The (Unsustainable) Gap Between Actions & Promises
    • Mar 31
    • 3 min
    Fund Management

    The (Unsustainable) Gap Between Actions & Promises

    Oh boy, what a quarter it has been in markets. The round trip on the S&P500 (the global risk proxy) has been -14% from the early January hig
    2
    The Zen of Yen
    • Mar 29
    • 3 min
    Fund Management

    The Zen of Yen

    Following the balance sheet recession Japan has experienced a long (perpetual) phase of near zero interest rates. The period also coincided
    12
    When to Buy Bonds?
    • Mar 28
    • 3 min
    Global Markets

    When to Buy Bonds?

    There is an old saying in the stock market that you should be buying when they’re crying and selling when they’re yelling. The observation i
    13

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    Conduit Asset Management Pte Ltd  and Conduit Securities Pte Ltd are regulated and supervised by the Monetary Authority of Singapore. We hold Capital Markets Services Licences under the Securities and Futures Act to conduct, respectively, fund management and dealing in securities activities, for accredited investors and institutional investors, as defined under the Securities and Futures Act, Singapore.

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