We have recently acquired access to some impressive proprietary research through a joint-venture. Almost a century’s worth of data analysis has confirmed that market cycles can be reliably predicted by the careful analysis of credit and currency movements. We are now rolling out exciting risk graded investment strategies inspired by this fresh investment approach. Results are promising and we are convinced that the post credit crunch era has made the disciplined and rigorous study of credit flows and currency movements crucial to successful portfolio management. The fruit of our work stems from a realisation over 2007-08 that traditional models (looking at earnings momentum, GDP, CPI ) have been inefficient in assessing asset prices in the face of changing credit conditions. Feel free to contact us ahead of the forthcoming public news release should you have an interest to be the first to know.