Long and variable lags
December 2022. As monetary tightening impacts with long and variable lags, expectations for a soft landing may be misplaced.
Long and variable lags
Hold back on inflated expectations for equities
The Return of the Philips Curve
Solving the Manager Selection Puzzle
Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
Buckle up for quantitative tightening
The Fed tightening cycle: is this the end of gradualism?
Omicron and the Powell pivot
Inflation uncertainty: assessing the argument that inflation will eventually moderate
Stagflation and supply bottlenecks: implications for asset allocation