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…
Looking back at the last of these reviews, three months old, instead of finding something relevant, it all seems like old hat. Three months ago, we had become used to politics as reality TV, policies pulled from the dustbin of history and waking up every morning with a groan as the news unspooled. Still true, but somehow the noise level has risen, perhaps to compensate for the familiarity with chaos.
Read more about Reflections & Insights – Q3 2025Outlook |
As we enter the New Year, we have a new COVID variant, fiscal stimulus is being turned off and inflation is high…
Outlook |
There are some fundamental shifts underway that appear favourable for the EM complex and suggest that better days…
Outlook |
Patience is warranted for now, given that clouds are obscuring the vision of forward-looking financial markets…