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May 2020 – IceCap Global Outlook

In our first IceCap Global Outlook since the COVID Crisis began, we examine how and why our strategies were successful prior to the crisis beginning and the successful changes we made as the crisis developed.

Now that the crisis is developing, we share exactly how we expect global markets to react as they continue along a path established by the World’s central banks and finance ministries.

Our expectation is for financial market risk and volatility to dance around and within a specific market, then abruptly changing course to dance around and within a new unsuspecting market.

While we expect these market movements to create financial stress for many, we also expect these market movements to create significant opportunities for those who are positioned correctly.

View PDF 2020.05 IceCap Global Outlook

 

 

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Read Around the World

Our global macro outlook provides a unique perspective of the world covering the important issues that affect your portfolio.

"Brilliant perspective with a witty delivery" - Canada

"Really nice and crisp depiction of what the World is going through" - India

"Your global outlooks are simply World Class" - Panama

"Excellent article which has gone to the heart of the matter" - England

"Your February 2012 Outlook is one of the clearest explanations of the deflation/inflation tension that I believe is the critical investment dynamic today" - USA

"Once again, your monthly outlook is a must read" - Switzerland 


Previous Global Outlook

September 2020 – “Canada – Speech from the Throne”

Written by: Keith Oland, Global Strategist. On August 18th, 2020, the Prime Minister of Canada Justin Trudeau asked Governor General Julie Payette to prorogue Parliament. This means all parliamentary activity stops until a new session of parliament is opened with what is called a Speech from the Throne. This also means that all business conducted […]

Browse all previous Global Outlook Reports...

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