TT
Array ( [form_session_id] => Kr0Nsu8CJRm2vYviJuB4_MVdKBa79MnNTnmjyLZSS-Y [Current_Location] => US )

Languages

Global Perspectives

Feb 18, 2022

Great Market Expectations

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

Originally published in serial form in 1860, and released as a book in 1861, Great Expectations by Charles Dickens remains today a brilliant and rel....

Mar 24, 2022

State of Play

By Henry H. Mcvey

No doubt, war is a human tragedy. It requires heavy reflection on what has transpired and how it can be avoided in the future. However, the current....

May 13, 2022

Call of the Market Wild

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

As we began to witness this January, 2022 was certainly going to look and feel very different than the year prior. Closing out 2021 the market began....

May 19, 2022

Regime Change: Enhancing the ‘Traditional’ Portfolio

By Henry H. Mcvey, Racim Allouani

In a world faced with tremendous macro and geopolitical uncertainty amidst rapidly changing financial conditions, the temptation is to fall back on....

Jun 16, 2022

Walk, Don’t Run: Mid-Year Update 2022

By Henry H. Mcvey

As we have highlighted for some time, our macro viewpoint remains that this cycle is different. Specifically, we see uneven supply constraints, hig....

Jul 28, 2022

Credit Viewpoints: How the ESG 2.0 Framework Enhances Our Private Credit Investment Process

By Terry Ing, Jeannie Cho, William Needham

As outlined in our April Credit Viewpoints paper, the management of environmental, social and governance (ESG) issues is a rapidly evolving, increasin....