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Tag: Markets and Economy

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Discipline Pays Off in China Equities

Our focus on industry leaders creates a market storm shelter...

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Take Two: Fed Eyes More Restrictive Stance; ECB Leaves Door Open to Bigger Hikes

What do you need to know? The US Federal Reserve...

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Quick Thoughts: Germany—Energy, Europe, and Evolution

As Germany ponders its energy security, climate change and economic...

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Another Money Magic Tree Dries Up

Key points:   We explore the risk of a protracted...

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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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Boris on His Bike

The UK has suffered from political divisions over Brexit for...

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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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