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Category: Perspectives

October 4, 2023October 4, 2023Perspectives

No Fear of Missing Out

Quarterly Perspective Q4 2023 October 04, 2023  • We remain skeptical of […]

July 6, 2023July 6, 2023Perspectives

Stay Cautious and Prosper

Quarterly Perspective Q3 2023 July 06, 2023  • Inflation continues to fall, […]

April 6, 2023April 6, 2023Perspectives

Peaking Around A Sharp Corner

• Our view of a recession in H2 2023 remains intact, but […]

January 12, 2023January 12, 2023Perspectives

In the Eye of the Storm

• If 2022 was about inflation and chasing the peak in policy […]

July 10, 2022July 10, 2022Perspectives

Taking Stock of the Shock

• The re-valuation across equity and fixed income markets has been deep […]

April 11, 2022April 12, 2022Perspectives

Navigating A Shifting Outlook

• Markets must now pay for the consequences of surging inflation, and […]

January 15, 2022January 15, 2022Perspectives

Taking Off the Training Wheels

• Abundant liquidity is poised to fade, monetary policies will tighten, and […]

October 1, 2021October 30, 2021Perspectives

Tip Toeing Past Peak Everything

•  Equity markets have begun to feel the weight of an historic […]

July 15, 2021July 16, 2021Perspectives

The Best Of All Possible Worlds

• The compression of yields, inflation expectations, and volatility in Q2 was […]

April 6, 2021April 8, 2021Perspectives

Emerging Headwinds

• Our near-term outlook remains bullish, but our sentiment has been trimmed […]

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Recent Posts

  • No Fear of Missing Out
  • Higher Energy Costs May Cause Central Banks to Tighten Further? – BNN Bloomberg
  • Anatomy of a Reversal – Policy and Supply Constraints
  • What Is The Difference This Time
  • Odds of Recession Have Increased – BNN Bloomberg

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