06/20/2023

Investing in times of inflation

In a world where permacrisis ended up being the word of the year, it becomes hard to think beyond fear and even harder to see opportunities in hard times.

06/20/2023

UK economic resilience offers mixed outlook

The UK economy is proving resilient, and its growth prospects have improved thanks to lower energy costs, more predictable fiscal policy, and better relations with its European Union trading partners.

06/20/2023

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

06/16/2023

UBS Plays Good Cop – Bad Cop

It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.

06/14/2023

The challenges women breadwinners face

Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

06/13/2023

Private assets return to fundamentals

For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.