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Thought Leadership (5)

09 Sep 2025 - Views from the Floor M&A: Back in Business?
Companies and private equity investors are ready to do deals again.  Also, why markets may fear getting what they want from the Fed.
07 Jun 2024 - The Road Ahead Rock Solid? 10 Reasons To Doubt The Soft Landing
Markets seem to be settling into a feather bed, but I’m still feeling uncomfortable. Here are 10 reasons why.
29 Feb 2024 - Where Are We in the Credit Cycle?
An environment built for active managers, not for indiscriminate beta players.
03 Aug 2023 - The Road Ahead: After the Fall: What Next for Inflation?
An episode of DISINFLATION will persist through the next 12 months. We discuss the key inputs suggesting this, and which assets will perform best in that...
02 May 2023 - The Early View: A Goldilocks Path for the Rest of 2023?
It’s as if we are sitting at a crossroads of possible economic paths, and our usual maps and compasses are malfunctioning.
09 Sep 2025 - Views from the Floor M&A: Back in Business?
Companies and private equity investors are ready to do deals again.  Also, why markets may fear getting what they want from the Fed.
07 Jun 2024 - The Road Ahead Rock Solid? 10 Reasons To Doubt The Soft Landing
Markets seem to be settling into a feather bed, but I’m still feeling uncomfortable. Here are 10 reasons why.
29 Feb 2024 - Where Are We in the Credit Cycle?
An environment built for active managers, not for indiscriminate beta players.
03 Aug 2023 - The Road Ahead: After the Fall: What Next for Inflation?
An episode of DISINFLATION will persist through the next 12 months. We discuss the key inputs suggesting this, and which assets will perform best in that...
02 May 2023 - The Early View: A Goldilocks Path for the Rest of 2023?
It’s as if we are sitting at a crossroads of possible economic paths, and our usual maps and compasses are malfunctioning.
20 Oct 2022 - The Comeback? Asian EM Equity and an Era of Relative Strength
Lower inflation, Chinese re-opening and macro stability. Are Asian EM equities poised for a comeback?
13 Sep 2022 - Views From the Floor - US Housing: Location, Location ... Inflation Mitigation?
Will US housing protect portfolios from an inflationary spiral?; and how softening demand still leaves the Fed unmoved.
12 Apr 2022 - Views From the Floor - What Markets Are Saying About the Fed ...
Do markets have faith in the Fed?; the risk of another Gamestop; and the gap between job openings and people to fill them grows.
22 Jun 2021 - Views From the Floor - The Fed Lift-Off
On the runway, no green light – when might the Federal Reserve start signalling lift-off?; and the ‘S’ crisis in housing.