Last year markets focused on developed market politics, which provided plenty of surprises and uncertainty. As a result Emerging Markets seemed much more pedestrian, and even mature in comparison. Overall positive indicators such as elections in Argentina led...
After the unprecedented wrath delivered by Hurricane, and then Tropical Storm, Harvey, the media and state governments were laser-focused on the potential for Hurricane Irma’s destruction on Florida and the South East. The most powerful Atlantic hurricane in...
The theme of this year’s annual economic symposium in Jackson Hole is “Fostering a Dynamic Global Economy”. This seems like a particularly tall order as global protectionism has increasingly reared its head over the past year. On the other hand,...
As we enter the receding days of summer, markets are getting a little messy and uneven. Much of it has been triggered by current events, which kicked off last week with a violent and troubling clash between Alt-Right protesters and opponents in Charlottesville,...
Factor investing has entered the main stream – although not without some controversy. As an institutional investor without any exposure to “smart beta” or factor indices we have the luxury of watching from the sidelines as (recently) luminaries such...
