Another quarter has come to a close and the talk of inflation and central bank policy feels like it’s never ending.

This quarter we explore the Wall Street sell-side machine, ESG overload and the “add-back economy” amongst our analysis and observations of the markets. Alvia Asset Partners CIO Josh Derrington also shares his etchings from investment post-mortems

As always, please share your thoughts and feedback and if you have any further questions or wish to discuss, the team is always available.

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