06/21/2022

Help Less Central Banks

Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.

06/07/2022

Who or What to believe?

The first equity market crash in July 2007 was the warning sign from the market that something was amiss.

05/31/2022

FB50

The industry measure of brand success from the voice of the market. An annual study of fund selectors' best global asset management brands.

05/31/2022

Three Opportunities

Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.

05/29/2022

In a range, which way do we go?

It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

05/26/2022

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.