Global
Is It Time To Overweight Value Versus Growth…
The Signal From BCA’s Growth Tax Indicator…
Executive Summary On a tactical (3-month) horizon, the inflationary impulse from soaring energy and food prices combined with the choke on growth from sanctions will weigh on both the global economy and the global stock market. As such, bond yields could…
US Equities Outperforming Amid Ukraine Conflict…
Inflation-Linked Bonds – A Good Hedge Against War Risks…
Global Food Prices At Record High…
Energy Equities: Opportunity Or Big Short…
Executive Summary Nuclear Worries Take Center Stage
Rising Risk Of A Nuclear Apocalypse…
Executive Summary No Contagion Yet
No Contagion Yet…
Executive Summary We look at the Ukraine crisis in the broader context of shocks, what we can learn from them, and how we can incorporate them into our strategy for investment, and life in general. Our high-conviction view is that the Ukraine crisis will…