Welcome to a new year and a new decade! In this letter, I would like to provide you with a brief overview of some key investment market developments over the past quarter and for 2019 as a whole, as well as some insight into the factors that may affect...
Many of the main themes that have affected global asset markets in 2019 – including U.S.-China trade tensions, political uncertainty due to the Brexit negotiations, and slowing economic activity – continued in the third quarter, resulting in somewhat...
It’s already the middle of August, the summer is flying by! I hope you are getting out to enjoy the long-awaited summer weather. I am writing to provide a brief update on how investment markets have performed in recent months; and to offer some perspective...
