Market Update: 27th March 2026

Central banks are talking tough again, and markets are listening, perhaps a little too carefully. Rate hike expectations have repriced sharply across the US, eurozone, and UK following a burst of hawkish signalling, but it’s worth stepping back and asking whether this reflects a genuine shift in policy direction or simply reflex positioning. Our view […]

BIG NUMBER 3.73%

Will The Fed Cut Rates This Year? Inflation fears have dramatically shifted investor sentiment After months of expecting the Federal Reserve Board to cut interest rates this year, investors have returned to a familiar refrain: “Higher for longer.” The market today expects the federal funds rate—the Fed’s influential short-term interest rate—to finish 2026 at 3.73%, […]

Evaluating Equity Exposure Through the Free Cash Flow Lens

Investors have no shortage of metrics to evaluate equities, but not all measures capture the same economic reality. In an environment defined by elevated capital spending and market concentration, earnings-based measures may not fully reflect how efficiently companies convert investment into cash.  Free cash flow (FCF) is a metric that offers an additional lens. This […]

Institutional Investors Constructive on Crypto, Embracing ETFs

Cryptocurrency markets are proving turbulent this year, rattling many retail investors in the process. Those market participants ought to consider the views of their institutional counterparts. Many of those remain constructive on crypto as an asset class. Investors evaluating ETFs such as the CoinShares Bitcoin ETF (BRRR) and the CoinShares Bitcoin and Ether ETF (BTF) […]

Keep the High Yield, Leave the Software With This ETF

Investors monitoring credit markets this year have likely heard plenty about private credit funds halting redemptions. Fears that those funds’ investment in select software companies are worth significantly less due to AI disruption was a large cause of this calamity. There’s no denying that more capital, including plenty from retail investors, has flowed into less […]