inflation risk

In our first edition of CIO Monthly for 2023, we take a look at how the outlook has evolved over the recent festive months.

Predicting markets is a fool's errand. Instead, I outline potential scenarios and allow investors to consider what they could mean.

At the most basic level, if you own a mortgage on a house, the current environment increases your liability. But spin the transaction around to focus on the debt,...

In ‘Why elevated inflation will persist’ Pella posited that US inflation is likely to remain elevated through 2023 leading to monetary tightening during that period....

The distinct advantages of private debt must look appealing to investors seeking stable income streams in a world wary of inflation and central bank intervention. In...

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on. In times like...

If, in the first three months of the year, financial markets were digesting the enormous liquidity poured into the system, at another level they were also wrestling...

Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being...