Publications
By: Rachel Poole | On: July 8, 2021 |
Geopolitical Challenges and Statecraft
In our article summaries this week, we begin once again by focusing on China as a fulcrum of the liberalism-autocracy battle being waged on the international stage, specifically focusing on […]
By: Rachel Poole | On: July 6, 2021 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America At a […]
By: Rachel Poole | On: July 1, 2021 |
The Day After & the Era of Transformation
Here is our take on the articles summarized below: In an epoch marked by rapid changes in many aspects of life, the status quo has been challenged in nearly every […]
By: Rachel Poole | On: June 26, 2021 |
Weekly Market Update
Global Market News Global equities reboundGlobal equities rebounded this week. Both the S&P 500 and Dow Jones rose this week, 2.74% and 3.44% respectively. The Nasdaq also gained, closing 2.35% […]
By: Rachel Poole | On: June 24, 2021 |
Geopolitical Challenges and Statecraft
President Biden traveled across Europe last week with the goal of strengthening relations with European allies and renewing multilateral collaboration on critical global issues such as climate change and trade […]
By: John E. Charalambakis | On: June 22, 2021 |
On Rates, Monetary Policy, and Valuations: Is it Worth it to Take a Closer Look at Additional European Portfolio Exposure?
More than two weeks ago (on Friday June 4th), we sent an email message to our clients explaining that some metrics and trends make us uncomfortable. Furthermore, we discussed that […]
By: Rachel Poole | On: June 19, 2021 |
Weekly Market Update
Global Market News Global equities tumbleGlobal equities tumbled this week as the Federal Reserve revised its inflation expectations. The S&P 500 closed 1.91% down while the Dow Jones posted its […]
By: Rachel Poole | On: June 17, 2021 |
The Day After & the Era of Transformation
Here is our take on the articles summarized below: Classical liberalism – advocating civil liberties and economic freedom under a set of properly defined laws – is one of the […]
By: The BlackSummit Team | On: June 15, 2021 |
Bundling and Unbundling
In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its […]
By: Rachel Poole | On: June 12, 2021 |
Weekly Market Update
Global Market News Global equities make slight gainsGlobal equities made slight gains again this week. The S&P 500 closed up 0.41% while the Dow Jones lost 0.80%. Meanwhile, the Nasdaq […]
By: John E. Charalambakis | On: June 29, 2021 |
On the Fear Gauge, Germany’s Lamentation, and Chinese Celebrations
A survey conducted by Bank of America among over 200 fund managers revealed that the grand majority of them significantly trimmed their bond holdings. The reasoning behind such trimming is […]