Financial conditions have worsened considerably on the back of tighter monetary policy. Is this a bad omen for equity markets? We think the 90s may hold the answer.

The more extensive than anticipated rise in interest rates has temporarily halted the surge in commodity prices. Still, underlying demand trends meeting constrained supply are poised to continue driving a bullish secular cycle.

Only just released, ChatGPT has taken the internet by storm and drawn attention to a new breed of software writing computer codes and poems or drawing cartoons.

Pour la première fois dans une nouvelle série de publications collaboratives, nous avons le plaisir de partager avec vous un article sur le thème de la gouvernance familiale, un sujet qui nous tient à cœur.

Is Value vs Growth just a play on rates? Decomposing the drivers of relative performance into Dividends, EPS Growth and P/E Expansion yields mixed evidence.