Tag: Markets and Economy

No Place to Hide

This update focuses on our 5-year baseline expected geometric returns...

Q3 Strategy – Reflationary Narrative Likely to be Revived

Executive summary A slowing in the pace of growth and...

The Past is a Foreign Country

RESILIENCE OF EMERGING MARKET ECONOMIES GOES HAND IN HAND WITH...

Allocation Views

AOR Update: Mid-Cycle Transition no Reason to Sell

ClearBridge Investments: Recent economic expansions have lengthened with recessions occurring...

The Certainty of Change: Evolution of Investor Access to China

The unpredictable nature of politics and government action within individual...

Bearish and Bullish COVID-19 Developments: Younger, Sicker, Quicker

Boston – As the Delta variant continues to raise levels of...

Chile Leads the Way for Sovereign ESG Bonds in Latin America

The Republic of Chile’s second cross-border issuance under its new...

Hyper-Connected Networks: Seedbeds of Growth.

In 2019’s paper A Case for Growth, I argued that,...

What’s Hot: Brazilian Frost Keeps Coffee Grinding Higher

Arabica coffee prices have had a strong run in 2021,...