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 […]