Monthly Review – February 2024
Download article here Our Perspective. After three decades marked by deflationary
Monthly Review – January 2024
Our Perspective. Whilst the US equity market continues to make new highs,
Monthly Review – December 2023
Our Perspective. Over the course of 2023 many investors misjudged the multiplier
Quarterly Insights – Q4 2023
“A PESSIMIST SEES THE DIFFICULTY IN EVERY OPPORTUNITY; AN OPTIMIST SEES THE
Monthly Review – November 2023
Our Perspective. What an eventful month November has been! Winter has undoubtedly
Monthly Review – October 2023
Our Perspective. From a macroeconomic perspective, coincident indicators continue to point to