Has COVID impacted interest rates in the same way as previous pandemics? With deflationary and inflationary factors in play, the question is how to proceed?
Investing In China
2022-12-02, Jason Reed
Our cautious view on China means we have limited exposure going into a tough year for Chinese stocks.
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Slaying The Inflation Beast
2022-07-15, Jason Reed
With an overheating economy and rising prices, the BoC’s mission is clear: it must raise interest rates to reduce inflation without triggering a recession.
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Inflation On The Rise
2021-05-07, Jason Reed
Consumer spending is expected to accelerate into the summer as economies re-open. Considerations for investors in light of rising inflation.
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Excessive Optimism And Rampant Speculation
2021-01-15, Jason Reed
A discussion of speculation and unrestrained enthusiasm for high growth in today’s equity markets.
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Uncharted Waters
2020-03-20, Jason Reed
As governments take unprecedented actions, here’s what we are observing in markets and what we are doing in client portfolios.