Consumer prices rose in 2019 at the fastest pace in eight years.
BONDS
The Curious Case of Bond Yields
We believe a sharp repricing in government bonds is coming.
BONDS
Crossing the Chasm
Pandemics have a way of shifting the course of history, and not always in a manner immediately evident. We’ve crossed some chasm by directly giving money to people.
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
