We are in the most uncertain of times. The global pandemic is still accelerating, and unprecedented policy stimulus, f...
“Informed decision-making comes from a long tradition of guessing and then blaming others for inadequate results.” – Sco...
Real estate is seemingly the easiest investment asset class in the world for investors to understand, as property may ...
In my previous blog, I outlined several of the key facts and unknowns related to the current global pandemic, including ...
These are unprecedented times, both from a human health and welfare perspective and a market perspective. Things are mov...
We enter the second quarter in a virtual lockdown as the world reels from the impact of the global COVID-19 pandemic. Ha...
Despite some recent improvements in the markets, we remain reluctant to fully re-engage emerging market equities at this...
« Il y a des décennies où rien n’arrive, et il y a des semaines où les décennies arrivent. » – Vladimir Lénine
À la dif...
The monetary and fiscal policy response to the epidemic globally has been unusually quick and effective. In two weeks, c...
This is the first global consumer shock (especially for U.S. and Chinese consumers) since the Great Financial Recession ...
In a follow-up note to our recent pieces on the COVID-19 outbreak, Signature Coronavirus Commentary - February 28, 202...
Of course, that was even more true of non U.S. central banks as interest rates in a majority of countries were already...
There is a lot that is known about the novel coronavirus (COVID-19) and the outbreak, but there are also many unresolv...
Starting point
Market positioning in January was extended. The combination of the U.S.-China Phase 1 trade deal, the U....
On February 11, 2020, a U.S. district judge ruled in favor of a $26 billion deal for Sprint Corp. to merge with T-Mobile...
