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Dan Rohinton | Technology and media

November 7, 2024

Topic: Portfolio Managers

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

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Monthly Macro & Strategy | Crossroads: Witnessing China’s Japan moment

November 5, 2024

Topic: Economic news

China’s authorities have been drip-feeding stimulus measures for about a month, as the world’s second-largest economy struggles to regain momentum.

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iAGAM Investment Funds | 2024 third quarter review

October 24, 2024

Topic: Portfolio Managers

Strong performance in the third quarter, find out why.

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Monthly Macro & Strategy | It cuts like a knife

October 7, 2024

Topic: Economic news

After the 50-basis-point cut by the U.S. Federal Reserve on September 18, the central banks of developed countries are now officially in a synchronized rate-cutting cycle.

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Dan Rohinton | Demographic evolution, technological revolutions, and energy efficiency

October 3, 2024

Topic: Portfolio Managers

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

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Monthly Macro & Strategy | Is the U.S. economy suddenly not so exceptional?

September 10, 2024

Topic: Economic news

The U.S. economy has outperformed most of its peers in recent years, leading to the emergence of the term “U.S. exceptionalism” as a carry-all concept for everything from the government’s ability to inflate its public debt to the expensive valuation of its stock market.

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Red Monday: Decoding the August 5 global sell-off

August 8, 2024

Topic: Economic news

What happened? Why did it happen?

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Monthly Macro & Strategy | A dramatic turn of events

August 5, 2024

Topic: Economic news

To say that the U.S. election landscape saw a seismic shift in July would be an understatement.

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Dan Rohinton's Blog | Global Software Outage and rate cut

August 1, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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iAGAM Investment Funds | 2024 second quarter review

July 23, 2024

Topic: Portfolio Managers

Strong performance in the second quarter, find out why.

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