The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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The Bursting of the Speculative Bubble
The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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