2023

30.09.2023 Portfolio rebalancing (underweight stocks(increase inverses etf), underweight bonds)
30.09.2023 ORIGO October 2023 (towards a positive real rate regime)

31.08.2023 Portfolio rebalancing (underweight stocks(increase inverses etf), underweight bonds)
31.08.2023 ORIGO September 2023 (rates higher for longer, and China no rebound)

31.07.2023 Portfolio rebalancing (rising portfolio vol and high asset correlation – reducing stocks, adding inverse equities)
31.07.2023 ORIGO August 2023 (rates higher for longer, and China no rebound)

30.06.2023 Portfolio rebalancing (cash to zero, GEM ex-China stocks increased)
30.06.2023 ORIGO July 2023 (policy rates higher for longer, unchanged)

31.05.2023 Portfolio rebalancing (bonds trimmed, stocks increased)
31.05.2023 ORIGO June 2023 (policy rates higher for longer, unchanged)

28.04.2023 Portfolio rebalancing (reducing bonds, increasing cash)
28.04.2023 ORIGO June 2023 (policy rates higher for longer, unchanged)

28.04.2023 Portfolio rebalancing (reducing bonds, increasing cash)
28.04.2023 ORIGO May 2023 (policy rates higher for longer, unchanged)

31.03.2023 Portfolio rebalancing (reducing bonds, increasing cash)
31.03.2023 ORIGO April 2023 (activity moderating, core inflation still to hot)

28.02.2023 Portfolio rebalancing (reduce cash, adding long bonds)
28.02.2023 ORIGO March 2023 (activity and inflation, still to hot)

31.01.2023 ORIGO February 2023 (rates still higher for longer)

2022

28.02.2022 Portfolio rebalancing (preference for credit bonds)
30.12.2022 ORIGO January 2023 (reduced underweight across the primary assets)

30.11.2022 “Origo Outlook” (internal update)
31.10.2022 Portfolio rebalancing (increase emerging GEM/EMB)
31.10.2022 ORIGO December 2022 (markets vs fundamentals divergence)

14.11.2022 Portfolio rebalancing (reduced cash, more EMB)

31.10.2022 Portfolio rebalancing (reduced cash, more EQT/HY)
31.10.2022 ORIGO November 2022 (rates still higher, for still longer)

30.09.2022 Portfolio rebalancing (reduced cash, more EQT & HF)
30.09.2022 ORIGO October 2022 (towards a global recession)

20.09.2022 “A house of cards?” (blog)

16.09.2022 Portfolio rebalancing (more cash, reduced EQT & COM)

31.08.2022 Portfolio rebalancing
31.08.2022 ORIGO September 2022 (rates higher for longer)

16.08.2022 Portfolio rebalancing (increased BDS, reduced COM)

31.07.2022 Portfolio rebalancing
31.07.2022 ORIGO August 2022 (asset divergence break point)

16.07.2022 Portfolio rebalancing

30.06.2022 Portfolio rebalancing
30.06.2022 ORIGO July 2022 (stagflation risk abating)

10.06.2022 Portfolio rebalancing

31.05.2022 ORIGO June 2022 (peak inflation growth)

29.05.2022 “Crypto winter is coming” (blog)

30.04.2022 Portfolio rebalancing
30.04.2022 ORIGO May 2022 (uncertainty triggers higher risk premia)

04.04.2022 Portfolio rebalancing (1.qvt. 2022)
04.04.2022 ORIGO April 2022 (inflation is still not under control)

04.03.2022 ORIGO March 2022 (war in Europe will not hold back central bank tightening)

28.02.2022 Portfolio rebalancing

25.02.2022 “Is your pension fund at risk of blowing up your savings?” (blog)

11.02.2022 Portfolio rebalancing

01.02.2022 ORIGO February 2022 (balancing short- and long-term horison)
01.02.2022 Portfolio rebalancing

24.01.2022 “An invisible financial risk” (blog)

21.01.2022 “The Covid-19 end game?” (blog)

05.01.2022 Portfolio rebalancing

03.01.2022 ORIGO January 2022 (centralbanks to commence tightening cycle)

2021

03.12.2021 ORIGO December 2021 (portfolio neutral to benchmark)

11.11.2021 EUR/USD becoming the markets ‘inflation vent’ for central bank divergence?

03.11.2021 ORIGO November 2021 (portfolio neutral to benchmark)

09.10.2021 OMRI indicator sharply reverses positive driven by the component ‘Investor sentiment’

23.09.2021 ORIGO September 2021 (risk reduction towards benchmark)

24.08.2021 “The setup for investors” (blog)

29.04.2021 ARA update (risk allocation increase)

09.04.2021 ORIGO ARA – demo

26.02.2021 “Cry wolf” (blog, interest rates&inflation theme)

2020

03.11.2020 ARA update (risk allocation increase)

24.09.2020 “Global monetary policy has changed” (blog, interest rates&inflation regime change)

17.08.2020 “A sector rotation is building” (blog)

26.04.2020 “The safety net is in place” (blog)

23.01.2020 “US Treasury rally” (blog)