Higher for longer: a variant view on monetary policy

September 18, 2023 |Kein Bejko
Early this year, we published our 2023 strategy presentation. We argued that the system had significantly changed as rates were increased dramatically in 2022 and into 2023, and investors require a different approach to investing. Central banks around...
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2023 Strategy Playbook

March 01, 2023 |Doug Clark & Kein Bejko
Last year was one to forget for investors, few asset classes were able to provide cover in a year when stocks and bonds were both down double-digits. The new year presents a different set of expectations and opportunities for the market. After a decade...
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