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Safe Haven Assets: Doing What They Were Built to Do
A Q3 2026 performance snapshot, 30 June to 25 September 2026 Yesterday's report, Applets , set out why the world is getting riskier. This note is the proof point. Since 30 June, the Quantum Strategy safe haven allocation has done exactly what it was built to do. Ten of its eleven…
Report
Navigator: Great Gas!
Navigator: Great Gas! This week’s Navigator deals with one investment idea (TTF Gas) and one theme - Chokeholds & Energy Scarcity!
Report
EU Gas – A Potential Crisis of US Making
EU Gas – a Potential Crisis of US Making An EU energy crisis could result from a cut in US LNG supply to Europe (57% of LNG supply and 5% to EU total energy use). The result of a 100% stop in US LNG shipments to the EU for 2-3 months would reduce EU gas inventories to…
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