The Japan "Carry Trade" and its Unwinding

 August 06, 2024 |Adam Simpson
We hope that everyone is having a great summer! It’s been a very chaotic news cycle as we head into November’s US election and tensions continue to rise in the Middle East and in Eastern Europe. For a majority of 2024, markets have been the exception...
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Positioning for inflation shocks

Positioning for inflation shocks

 February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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