30.
Inflation rates, commodity markets and real estate opportunities
29.
Markets wrap: Q1 themes, IPOs and the health of private markets
28.
Japanese interest rates, the gold rally and the current state of the European economy
27.
Credit special: trends, opportunities and the discipline of manager selection
26.
GRANOLA, recessions and the outlook for public and private credit
25.
Big tech vs bank earnings, the end of 60/40 and the outlook for China
24.
Earnings season, finding uncorrelated assets and the outlook for hedge funds
23.
A market hangover, long term opportunism and a year of politics: what to expect from 2024
22.
End of year special: 2023 wrapped and 2024 outlook
21.
Commercial real estate special: trends, opportunities and how to access them
20.
Value traps vs opportunities: small caps, REITS and the question of currency management
19.
A market bounce back? Equities, debt markets and the surprising resilience of (some) emerging markets
18.
Geopolitical risk: War in the near east, chances of a global conflict, and the outlook for a multi-polar world
17.
Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives
16.
Peak rates, oil prices and the outlook for innovation in a higher rate world
15.
Market roundup: outlook vs consensus, China and the opportunities we're looking at today
14.
Sterling strength, the small cap rally and a peak into the latest earnings season
13.
Recession, stimulus or slowdown? The outlooks for the US, China and commodities
12.
Forks in the road: how we're tackling divergence in economic health, policy and market fundamentals
11.
Portfolio deep dive: risk, opportunity and the outlook for private equity
10.
Battle of the titans: the US and China, large vs small cap and the outlook for Japan
9.
ESG special: a capital allocator’s perspective
8.
Economic surprises, market healthcheck and a peak at the future of AI
7.
Oil prices, hedge funds and the commercial real estate conundrum
6.
Credit Suisse and the great debate
5.
SVB deep dive, plus - what next for VC?
4.
Rate expectations: bonds, inflation and managing money in a period of flux
3.
Renaissance or decline? Japan, Emerging Markets and the question of commodities
2.
Corporate health 101, from earnings season to the future of AI
1.
2023 primer: macro recap, recession risk and current investment opportunities