Tag: Markets and Economy
Isaac Newton’s Groupthink Folly: Focusing on Froth, Not Performance.
Key Points The 18th-century mathematician Sir Isaac Newton lost a...
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Profit Growth Slows as Higher Prices Alter Spending Habits
Key Takeaways Profit margins are healthy, though earnings growth has...
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Digital Asset Market Note: The Blow-up of 3AC – LTCM without the Nobel Economists
A process of deleveraging is underway in the digital asset...
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Emerging Markets are Down, But Not Out
Global markets are facing a number of headwinds this year,...
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Take Two: US Consumer Confidence Falls, G7 Plans ‘Belt and Road’ Rival
What do you need to know? The effect of sustained...
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Flexible New Workplace: The Office Building of the Future
There have been significant changes over the past few years...
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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.
Key Points In EM we pay close attention to...
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June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane
Expectations for Fed and Bank of Canada (BoC) tightening continue...
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June Op-Ed – Stories for the Summer
Key points The so far impressive resilience in economic activity...
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