20 July, 2023

Economic Resilience is Giving Way to Recession

Our views and positioning across our portfolios haven’t changed since our June commentary “Where Do We Go From Here.” Most advanced economies have so far dodged the recessions that we, and many others, had expected to start towards the end of the first...

18 July, 2023

More Market Surprises Ahead

In a surprisingly positive first half of 2023, Rana Chauhan discusses how unpredictable “events” can move the markets in ways we can never predict. As Rana notes, the first half of 2023 surprised many investors after a winter of discontent. After many...