Elements – Latest Blog Posts

09
May

Reflation Theme Remains on Track, Despite Taking Pause

First Quarter Commentary – 2017: Global equities racked up solid gains in the first quarter of 2017. Although investors remain concerned over the timeline and details of U.S. pro-growth...
09
May

Review and Outlook - First Quarter 2017

As global markets digested the regime change in the United States, we continued to navigate the late stages of the economic cycle. Economically sensitive sectors prevailed during the quarter,...
14
Feb

Globalization 2.0

Your Genus Capital team reviews what happened in 2016, and looks ahead to the outlook and opportunities for 2017.
08
Feb

Review & Outlook – Fourth Quarter 2016

Recovery to Expansion Markets enjoyed a late-cycle rally as economically sensitive and financial stocks embraced Donald Trump’s unexpected victory and a back-up in U.S. policy rates. The questions ahead...
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