We are driven by curiosity. We have a penchant for seeking out new experience, original knowledge and candid feedback. Read this section for our thoughts, our insights, and a few opinions.
Lessons From Capital Market History
It has become popular, again, to pronounce the death of equity investing. The retail and institutional herd has been scurrying out of equities. In a sense, who can blame them given an environment dominated by interventionism and macroeconomic events. While the current investment environment is really incomparable to anything we have witnessed in the past, successful policy investment decisions are based on knowing the past, understanding the current environment and applying forward-looking analysis.
- A look back at market returns
- Current market environment and its implications for asset pricing
- The arithmetic of expected bond and stock returns
- Investment options in the current environment
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