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Fixed Income Insights
Fixed income outlook: The case for high-quality ABS
Quick takes on capital markets
Policy and Regulatory Commentary
Can Lawmakers Agree On Digital Asset Legislation?
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While Republicans and Democrats both have expressed worries – and interest – about digital assets, there are still major differences between the two parties in how to approach oversight over the marketplace.
Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.