IceCap Asset Management

It's not often you see #Halifax, Nova Scotia-based investment professionals providing market insight to an international audience. I’m thrilled to share that my colleague, Keith Dicker, CFA, has been able to break through the barrier by offering a well-thought-out, research-driven, and clear investment thesis. Keith was recently asked to join Real Vision to explain our investment thesis and dispel the rumours that the #USD is at risk of losing its global reserve currency stat...us. This video is a must-watch for anyone interested in the global financial and monetary system and the current economic environment. Among other things, he explains the continued ineffectiveness of #Keynesian economics and how we’re are now coming to the end of a 75-year cycle. Check out the exclusive link below. #GlobalMacro #Markets #Currencies #BrettonWoods

Great piece by our Chief Investment Officer Keith Dicker. Our views on the #USD at IceCap Asset Management Limited are well documented, so you can imagine the amount of feedback that we receive from Dollar bears. In IceCap's latest publications "Hysteria" we refute the speculation of a Dollar collapse and the potential for the USD to lose its world reserve currency status. We also discuss emerging markets and the increasingly large debt loads in developed economies.... This is a well written, easy to understand, informative, and witty publication, that is definitely worth a read. You can find the link to the article at the link below:

Tomorrow is Canada's #SpeechfromtheThrone. We believe that the #LiberalGovernment may introduce significant new spending programs, setting a precedent for other governments to do the same. To learn more, please see the latest IceCap Asset Management Limited Global outlook, where we explain how we got to the 2020 Speech from the Throne, and discuss the implications that increased deficit spending will have across #Currency, #Equity, and #FixedIncome markets. #globalmacro #Canada #CAD #government #finance

We at IceCap believe that there is a high probability of #Turkey experiencing a severe crisis within its #currency, #equity, and #fixedincome markets. Many global investors are unaware of this developing crisis, and those who are aware may not appreciate the knock-on effects that could develop. This report is a deep dive into the causes of the expected crisis, what is happening now, and the possible outcomes. If you have any questions or would like to discuss, please feel free to contact us directly. #globalmacro #finance #emergingmarkets #TurkishLira

Check out the interview we did this morning with Forex Analytix. We had a great discussion with Dale Pinkert about our global outlook, mainly addressing currencies and emerging markets.

In our Global Strategist Keith Oland's first-ever piece for IceCap Asset Management Limited, we take a deep dive into the possibility of the United States intentionally revaluing the #USD upward to achieve its geopolitical aims regarding #China. The USD being revalued upward used to be viewed as almost unthinkable. However, the current economic and geopolitical environment leads us to believe that the possibility of the USD being revalued is no longer 0%. A revalued USD woul...d be one of the most significant financial events of our lifetime. It would cause significant volatility across markets and would have a deteriorating effect on geopolitics. Yet, there is a chance of this happening. And because of the implications that this will have for markets, investors need to consider this possibility as a significant tail risk event. If you would like to discuss further feel free to send us a direct message. You can find the link to the piece on our website at the link below: http://icecapassetmanagement.com/global-investing-outlook-/ #Finance #Globalmacro #StrongDollar #Markets #Economics