Jan 19, 2023 | 5 Minute Macro
Time for a Recess….On Recession Talk “Five Minute Macro” Video Series – January 2023 Take a breather. 2022 is over. With a year that saw rapid inflation, hawkish world banks, struggling equities and the worst annual performance of US bonds since...
Dec 6, 2022 | 5 Minute Macro
It’s Beginning to look a lot like….a bottom? “Five Minute Macro” Video Series – December 2022 With a challenging first half of 2022, Santa has come early and offered strong returns for markets and clients that didn’t run for the hills. Meanwhile,...
Oct 6, 2022 | 5 Minute Macro
Being smart while others are fearful “Five Minute Macro” Video Series – October 2022 With record inflows into GICs and cash-like ETFs and mutual funds in September, many investors are running far away from risk assets. Yet heightened risk aversion...
Jul 6, 2022 | 5 Minute Macro
Recession Watch Ongoing “Five Minute Macro” Video Series – July 7th, 2022 The market remains fixated on the prospect of an imminent recession. But investors should remember that this has not been a traditional economic cycle: we just witnessed the...
Recent Comments