In this quarter’s Insights, Bargains and Blind Spots, we explore the uncomfortable mix of optimism and denial playing out across markets. Riskier credit is booming, as investors chase yield without always questioning what they’re being paid for.
We examine the debt dynamics behind the US’s aura of invincibility, question the durability of fiscal indifference, and revisit the role of global diversification in an increasingly multipolar world.
As always, we’re focused on staying grounded, avoiding the noise, and finding real value, even when it’s hiding in plain sight.
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