INDEPENDENT INVESTMENT ADVISORY
FROM PERSPECTIVES
TO SOLUTIONS
Independent investment advisory and investment solutions for professional and institutional investors.
Omen Partners combines global macro analysis, cross-asset expertise, financial engineering and specialist research to design and implement investment solutions tailored to investors' objectives and constraints.
OUR EXPERTISE
Integrated investment expertise.
FEATURED STRATEGY
Past performance is not indicative of future results.
INVESTMENT APPROACH
From market perspectives to investment solutions.
01Market Analysis
02Investment Idea
03Strategy Design
04Implementation
05Risk Monitoring
INSIGHTS
Latest insights
Hard Assets
GAME CHANGER? Did yesterday’s events wipe another 5 million barrels of oil per day off the market?
Not yet. But two developments, still remarkably under-covered, may have put something equally important at risk.
READ ORIGINAL POST ON LINKEDIN ↗Bonds
WARNING #II: CDS and the KOSPI Are Reacting First
Last week, I highlighted the warning coming from the bond market. Today, I believe we are witnessing the beginning of a broader shift in sentiment. The first cracks are emerging across AI credit and equity markets.
READ ORIGINAL POST ON LINKEDIN ↗Bonds
#WARNING Sent by #BONDS, while #Equities ignore
Historically, credit markets have identified stress well before equity markets. Today, fixed income is telling a story that equity investors appear to be ignoring as long-term sovereign yields rise.
READ ORIGINAL POST ON LINKEDIN ↗OMEN PARTNERS
From perspectives to solutions.
Discuss your investment objectives with Omen Partners.