August showed growth cooling while inflation stayed sticky, and Jackson Hole tilted the Fed hawkish. This update breaks down the data, the asset class outlook and why we’re holding slightly higher cash
July’s inflation data cooled, then Red Sea attacks pushed oil back above US$100. This update unpacks what shifted across rates, equities and currencies, and how we’re thinking about portfolio positioning
June brought relief on oil as a US-Iran framework took effect, but central banks turned more hawkish. This update breaks down the macro signals, asset class outlook and where we’re positioned
May’s oil swings masked an inflation problem that was harder to shift. This update unpacks what the supply shock means for rates, equities and real assets, and how we’re thinking about portfolio positioning.
April’s story was energy shock meets sticky inflation. This update unpacks what the Strait of Hormuz disruption changed, and how we’re thinking about asset allocation and portfolio positioning into 2026
March was defined by geopolitical escalation, but underneath, the data told a more nuanced story. This update breaks down the macro signals, asset class outlook, and where we’re positioned.
February’s volatility spike put inflation, rates and geopolitics back in the driver’s seat. This update breaks down what shifted, and the portfolio implications across equities, bonds and real assets
A February market update from the Akambo Investment team covering a macro overview, asset class outlook, international markets, risks, and upsides.
A December market update from the Akambo Investment team covering a macro overview, asset class outlook, international markets, risks, and upsides.
A November market update from the Akambo Investment team covering a macro overview, asset class outlook, international markets, risks, and upsides.