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.

May 9, 2023
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.
May 9, 2023
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.
March 10, 2023
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.
January 15, 2023
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.
December 9, 2022
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.
October 24, 2022