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FEATURED
Solving the Manager Selection Puzzle: Whitepaper
Five strategies for overcoming behavioural biases in manager selection.
May 23, 2022
Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
This article appeared in the FM Report on 29th April 2022.
May 2, 2022
Buckle up for quantitative tightening
This article appeared in the Sunday Times on 24th April 202
Apr 25, 2022
The Fed tightening cycle: is this the end of gradualism?
31st Jan 2022. The Fed may either have to raise rates or reduce the balance sheet more aggressively to tackle inflation.
Jan 30, 2022
Omicron and the Powell pivot
10th December 2021
Why the Powell pivot may be more important than the emergence of Omicron.
Dec 9, 2021
Inflation uncertainty: assessing the argument that inflation will eventually moderate
26th November 2021
Will inflation prove to be transitory or persistent?
Nov 25, 2021
Stagflation and supply bottlenecks: implications for asset allocation
28th October 2021
The possibility of a regime shift towards stagflation could have significant implications for asset allocation.
Oct 28, 2021
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