Dec 8, 2021
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year
Nov 24, 2021
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
Oct 19, 2021
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
Sep 29, 2021
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
Sep 22, 2021
John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.