Equity Checkups

June 26, 2023 |Mark Ryan
Good afternoon, just a quick note today. UK and Europe equities: Beyond the headlines European and UK equity markets are trading at valuations we consider unusually attractive. Although we maintain Underweight stances on both regions and think index returns...
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That Tang Ping Thing

June 21, 2023 |Mark Ryan
Good afternoon, Take that ! Pictured to the left, a recent Chinese graduate lies in public protest - participating in a movement referred to as Tang Ping (lying flat) You must really admire the creativity of people living under a ham-fisted regime with...
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Over-Fed

June 05, 2023 |Mark Ryan
Enough is enough Recent events, including bank failures and last-minute fiscal policy adjustments, have made it clear to us there are issues with financial policymaking. Our analysts explain what we think went wrong and how regulators can get back on...
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