Posts from the conference
EnCor Navigator: allocation of assets in Q1 2026
Rotation away from the “greenback”
The prices of riskier assets outside of US Tech equities continued to rise in the final months of 2025 and through January 2026. The observed trends over the past 12-18 months, […]
EnCor Navigator: allocation of assets in Q4 2025
Pump-primed world economy
The recovery of risky assets from April’s severe drawdown has sent several equity markets around the world and the precious metals to continued record highs over the summer and autumn period. A fuller […]
EnCor Navigator: allocation of assets in Q3 2025
The new show in town
The stabilization of global asset markets over the last quarter signals the beginning of investors understanding the new macroeconomic rules and conditions for interacting with the world’s largest economy, the US. […]