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

Markets fluctuate, Lisa. Who knows how much a quarter will be worth next week?

Starting with the obvious, it hasn’t been a good quarter for risk assets…

Despite COVID, BREXIT, Trump and all kinds of noise, the best advice over the past fourteen years has been simple…

As we enter the New Year, we have a new COVID variant, fiscal stimulus is being turned off and inflation is high…