Insights
Commentary and analysis from the Tigere Capital & Wealth investment team.
Global Macro
As the Bank of Japan dismantles the last bastion of negative interest rates, the structural foundations of the global carry trade are undergoing a tectonic shift with profound implications for emerging market liquidity.
Equities
Beyond the algorithms, the physical infrastructure required to sustain the artificial intelligence revolution represents the most concentrated capital expenditure cycle in modern economic history.
Commodities
Ambitious global electrification mandates are colliding with decades of chronic underinvestment in mining infrastructure, setting the stage for a severe and structural deficit in the copper market.