Insights
After reviewing the economic and market environment we offer the following comments.
December 2023
Against the Wind
" As the sun sets in 2023, we look ahead to which way the winds will blow in 2024, letting the data tell us if we should be running with or running against the wind.”
November 2021
- Logistics, Labor, and Supply-Side Snarls
- Macro Outlook and HDI Update
- Positioning for More Sustained Inflation
- Transitioning Away from Transitory
- Regional Tilting Update
- Reviewing Our Open Calls
October 2021
- All Is Not Quiet on the Potomac
- Is China Investable?
- Macro Outlook and HDI Update
- Reflation Trade Update
- Structured Credit Update
- Reviewing Our Open Calls