Sound Thinking

Priorities for 2019

Priorities for 2019 The start of the year is a good time to consider some of the likely key issues that investors may have to deal with over the next 12 months. In our latest Sound Thinking, our CIO, Ian Toner, CFA identifies the following eight topics that are likely to be important during 2019:… More

January 2019

Rating the rate of rerating of rates

Rating the rate of rerating of rates What is “normal” in financial markets? Our latest Sound Thinking from CIO Ian Toner provides a unique perspective on how investors can think about characteristics of the market that are considered normal. Ian applies this to one of the most recent examples of what is normal – interest… More

May 2018

Hold the Mayo!

March 2017

The Startle Reflex

December 2016