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INSIGHTSSound Thinking
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
Balancing Paranoia and Complacency
March 2018
Hold the Mayo!
March 2017
The Startle Reflex
December 2016
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