Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

These European numbers look small ...

Published by Tristan's Real-Time Research Feed

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Relative to the scale of investments being made in the US but don't be deceived - European run rates are 5x to 10x of the levels we have been used to seeing ... market demand is way out running supply and capacity ...

Change ...

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From a really good BB article ...

Good question ...

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My guess ... no one wants to own long dated bonds even at these yields ...

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The reality of risk...
The reality of risk...