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There is optimism that we’ll regain pre-Covid levels of economic activity by year-end.
2020 will be forever remembered as the year of the virus with the fastest and deepest recession the world has ever seen.
Macro Update 23 November 2020
For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar.
September 2020Finding an asset with positive expected return and low correlation to existing investments can strengthen a long-term portfolio outcome.
September 2020An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.
July 2020In the third in our series of virtual mini-forums, we discussed thematic investing post-COVID in one session and the outlook for oil in another.
June 2020
