by RMCM | Feb 23, 2023 | Newsletters
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of recession in Europe and increasing odds that there...
by RMCM | Oct 18, 2022 | Newsletters
We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...
by Chat Reynders | Apr 16, 2019 | Commentary, Newsletters
Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...
by RMCM | Aug 28, 2018 | Commentary
Infrastructure: it is one of the incremental keys to economic development and growth. At its most basic, infrastructure means connectivity – roads, rail, ports, and telecommunications open doors to commerce and ultimately allow businesses to thrive. Beyond its most...
by Patrick McVeigh | Jul 16, 2018 | Newsletters
As opening lines go, “I love the circus,” may not be as compelling as, “All children, except one, grow up,” yet it is appropriate for these times. Three-ring political summits, high wire trade tensions, and caged immigration policies have brought a sense of mayhem to...
