Weekly Market Update
Global Market News Global equities rallyGlobal equities rallied this week as worries that the US economy was overheating calmed. The S&P 500 and Dow Jones ended the week up 1.16% and 0.94%, respectively, while the Nasdaq rose 2.06%. The yield on the US 10-year...Geopolitical Challenges and Statecraft
The pandemic has forced the world’s multilateral institutions to rethink the way they operate and to address the inefficiencies which, in many ways, have prevented the world from moving forward together. In order to transition to a new era of cooperative...From Defoe and Locke, to the Birth of America, and the Evolving International Order: Seeking Portfolio’s Alpha
We are experiencing a paradigm shift: A geopolitical and geoeconomicshift accompanied by scientific, technological, financial, and energyevolutions. The world is changing, and we are changing along withit. Over the course of the last four decades, understanding...Weekly Market Update
Global Market News Global equities have another rough weekAfter a rough start the week, global equities regained some momentum but still fell short on the week. The S&P 500 and Dow Jones ended the week down 0.42% and 0.51%, respectively, while the Nasdaq barely...The Day After & the Era of Transformation
Here is our take on the articles summarized below: In times of volatility and uncertainty, William of Ockham would teach that the best bellwethers are often the simplest. For this reason, we focus on two of the main forces driving the markets: inflation and...Sign Up for Our Publications
