Thoughts on the Market

The challenges of inflation can be felt around the world, but understanding the regional differences is key to an effective 2022 for both central banks and investors.----- Transcript -----Andrew Sheet...

23 Helmi 20228min

Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.--...

18 Helmi 20228min

The ongoing situation around Ukraine has captivated headlines and investors alike. While the resolution remains unclear, we can begin to predict how markets would react to possible outcomes.This prese...

17 Helmi 20229min

Original Release on February 2nd, 2022: The Federal Reserve continues to face a host of uncertainties, leading to volatility in the Treasuries market. This trend may lead some investors to reconsider ...

16 Helmi 20222min

As the Fed grapples with new data from last week's Consumer Price Index report, markets are pricing a move away from the dovish policy of the past and investors should pay attention.----- Transcript -...

15 Helmi 20223min

As investors face the multitude of risks ahead, one may need to think like the Tiger and use the rotation towards value stocks, and away from growth, to leap over higher hurdle rates this year. ----- ...

14 Helmi 20223min

Headlines today are focused on US Consumer Price Inflation rising 7.5% versus 1 year ago. The question on the minds of consumers and investors alike is, where will it go from here?----- Transcript ---...

11 Helmi 20223min

Original Release on January 25th, 2022: With inflation on the minds of consumers and the Fed reacting with a sharp turn towards tightening, 2022 may be a year for investors to focus on incorporating t...

10 Helmi 20228min