Quarterly Letter – Q3 2024: Summer of Change
October 11, 2024
This summer was a time of dramatic change: in politics, geopolitics and – in world’s two largest economies – in economic policy and markets.
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Sticking a Soft Landing
When the Federal Reserve kicked off monetary easing with a big 50-point cut last week, few expected another bonus for markets to be announced by China's central bank a week later. Even more surprisingly, China's Politburo followed up on Thursday with strong support for the People's Bank of China package of monetary measures and a hint that fiscal policy could finally be used to reinforce growth.
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Integrating Generative AI Into Investment Processes
October 04, 2024
Advances in the development of large language models have ushered in a sense of euphoria about AI and resulted in a new wave of AI applications adopted by companies across the industries.
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Newsletter
Sticking a Soft Landing
September 27, 2024
When the Federal Reserve kicked off monetary easing with a big 50-point cut last week, few expected another bonus for markets to be announced by China's central bank a week later. Even more surprisingly, China's Politburo followed up on Thursday with strong support for the People's Bank of China package of monetary measures and a hint that fiscal policy could finally be used to reinforce growth.
Learn More