UK: Suitable for professional clients.
Welcome to the Cirilium blog
Our Cirilium investment team share their thoughts on recent events and market trends, and what it means for you and your clients.
Since its launch in 2008 the Cirilium portfolio range has weathered a range of events from the global financial crisis to Brexit to coronavirus.
As we continue to experience unexpected events and market volatility, the team behind Cirilium feel that sharing their views on a regular basis will help improve understanding of what is happening in markets and provide reassurance to you and your clients that the long-term active nature of our strategy will continue unaffected.
Hoping for some winter sun
Wholesale gas prices have hit the headlines as prices have rocketed to levels never before seen. The question is whether this is a short-term issue that’s likely to subside or if it reflects a more structural, long-term problem. Unfortunately, the answer is: both.
It’s an ill wind...
Paul Craig and Hinesh Patel meet with Rob Sorrentino of Eckhardt Trading Company (ETC) and Alex Rau of Environmental Commodity Partners to discuss the explosive recent growth of natural gas prices.
Running the numbers…
Peter Weidner, senior portfolio manager at Wells Fargo Asset Management in San Francisco, joins Paul Craig and Hinesh Patel to discuss what light quantitative models can shed on the elevated levels of equity volatility that have characterised September’s markets.
Between a Fed and a hard place
As Paul Craig explains, even if you’re a relative hermit, the cost of living is still rising noticeably. This is already beginning to impact consumer expectations and could upset the apple cart for consumer confidence and spending.