11/09/2022

Europe offers plenty of opportunities

There is an acute need for advice: China's growth has slowed, the next generation is taking the helm in Europe and few people were expecting an energy crisis.

11/03/2022

Central Banks Going Soft? We doubt it

The recent rally across asset classes, at least some of it certainly, has been due to the view in some parts of the market that central banks are about to slow the pace of monetary tightening.