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Insights

The investment team’s idea generation comes from deep research across a myriad of sources, mediums and regions

Each quarter we share a sample of our insights with our clients. We welcome you to subscribe to our thought leadership to receive this regularly.

Sleeping Giants Don’t Sleep Forever

Q3 September 2024: As we move into the final quarter of 2024, we face an increasingly complex macro landscape. This period has been marked by the resurgence of mainstream investor interest in China and a reflection...

Chips Ahoy

Q2 June 2024: Investor sentiment continues to shift dramatically. As we enter the second half of 2024, we’re witnessing a flurry of macroeconomic changes, from the impact of remote work on productivity...

We’re not in Kansas Anymore Toto

Q1 March 2024: Investor sentiment has undergone a huge shift in just a year. The prevailing consensus, dubbed the "soft landing," has spurred a significant rally in equities...

Mirror Mirror on the Wall

Q4 December 2023: The final quarter of the year closed out one of the more perplexing periods for investment markets we've witnessed. Despite a shrinking Fed balance sheet...