5 Minute Macro: Time for a Recess….On Recession Talk

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...

5 Minute Macro: Being smart while others are fearful

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...

5 Minute Macro – Recession Watch Ongoing

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...