Reflections & Insights – Q3 2023
And still, we wait. The economy in the developed world is not yet responding to its monetary medicine…
Reflections & Insights – Q2 2023
It is a year since interest rates started to rise substantially around the developed world. It is hard to overstate the amount of ink spilt since trying to determine whether…
Emerging Markets Outlook – No rest for the weary
The last 12 months have been extremely challenging for economies and financial markets, but perhaps nowhere was as impacted as…
Reflections & Insights –
Q1 2023
At the end of 2021, it was all so obvious. Oh, for the beauty of hindsight. Going back a year, of course, none of this was obvious
Reflections & Insights –
Q4 2022
Markets fluctuate, Lisa. Who knows how much a quarter will be worth next week?
Insight: Quality Style in Different Market Regimes
The last two years have been tumultuous, to say the least, with a seemingly unending onslaught of challenges…
Reflections & Insights –
Q3 2022
Starting with the obvious, it hasn’t been a good quarter for risk assets…
Reflections & Insights –
Q2 2022
Despite COVID, BREXIT, Trump and all kinds of noise, the best advice over the past fourteen years has been simple…
Reflections & Insights –
Q1 2022
As we enter the New Year, we have a new COVID variant, fiscal stimulus is being turned off and inflation is high…
