October 9, 2019December 31, 2020Perspectives The Fed Fertilized the Roses The Fed Pivot – from Swagger to Stagger Three themes that took […]
July 9, 2019January 1, 2021Perspectives Kissing the Longer Run Goodbye Windfall to bondholders Interest rates globally have collapsed. US 10-year government bonds […]
April 10, 2019January 1, 2021Perspectives Is Discretion The Better Part of Valour? Is discretion the better part of valour? Often. But not always when […]
January 12, 2019January 1, 2021Perspectives Free Riders Financial markets are tight. Company valuations seem rather full. Several short-term market […]