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JP’s Journal: A Life of Service and Wisdom

“Send not to know for whom the bell tolls, it...

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JP’s Journal: Three Lions

England’s football transfer window closed last week. What it highlighted...

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Barometer: Summer Rally Already a Distant Memory

A soft landing for the global economy looks increasingly unlikely....

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JP’s Journal: A Tale of Two Quotes

“The past is a foreign country; they do things differently...

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3 Pockets of Pessimism …

The cycle and the spreads: 23 August 2022 The UK...

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Commentary: Are We There Yet?

This week the US Bureau of Labor Statistics will report...

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How the Fragile Five Transformed into the Compelling Quartet

Key takeaways   Bond portfolio flows tend to flock to...

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O’Connor CIO Newsletter-Hedge Funds Outlook

The challenging macro backdrop of 1H2022 has weighed heavily not...

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Taking Stock: UK Companies and the Inflationary Landscape

Cheeseburgers. What is happening across the UK economy can be...

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Barometer: Earnings Maths Does not Add Up

Stocks remain vulnerable to a wave of profit forecast cuts,...

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