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…
Emerging Markets Outlook – Glimmers of Light on the Horizon
There are some fundamental shifts underway that appear favourable for the EM complex and suggest that better days…
Emerging Markets Outlook – A Challenging Landscape
Patience is warranted for now, given that clouds are obscuring the vision of forward-looking financial markets…
