12 Years of VP vs Noise

Sharing the ideas and experiences that have influenced our work

Lockdown Threat = A Two-Speed Economy and Market

Inequalities that existed before this crisis have been amplified by it. One place where this is prominent is in markets. Interest-rate sensitive sectors are seeing a marked outperformance due to their heightened sensitivity to liquidity. Technology has also benefited...

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Don’t Expect the Summer Doldrums this August

After such a tumultuous start to the year, it would be understandable if the market was even more diligent than usual in switching off this summer. Markets around this time are generally perceived to be quiet anyway, but the lack of liquidity most likely contributes...

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