Our Insights

That 70's Show
Featured : Global Quarterly Outlook : RAM Release
That 70's Show
In this quarter’s edition of Global Foresight, we compare and contrast today’s macro environment with that of the 1970s.  That 70’s Show focuses on inflation from both eras due to overly accommodative central banks and supply shocks.   This issue also illustrates the stark differences in interest rates between the two periods, which made the 1970’s a uniquely difficult decade for investors.   
Trouble With the Curve
Featured : Global Quarterly Outlook : RAM Release
Trouble With the Curve
In this quarter’s edition of Global Foresight, we discuss the shape of the yield curve and its implications for the markets ahead and for growth and value styles in particular.
Equity Duration: When Stocks Act Like Bonds
Global Quarterly Outlook : RAM Release
Equity Duration: When Stocks Act Like Bonds
In this edition of Global Foresight, we examine today’s unprecedented negative real interest rates, which have led to some sharp distortions in equity prices.
4.5 Degrees of Separation
Global Quarterly Outlook : RAM Release
4.5 Degrees of Separation
In this quarter’s issue of Global Foresight, David Harris discusses three converging global trends - aging demographics, reducing greenhouse gas emissions, and adapting to a changing climate - that pose real societal challenges and should create attractive investment opportunities.
Fear, Greed & Boredom
Global Quarterly Outlook : RAM Release
Fear, Greed & Boredom
In this edition of Global Foresight, we examine how fear, greed and boredom have contributed to some of the anomalies we have seen within equity markets and other asset classes.
The Canary in the Bitcoin Mine
Global Quarterly Outlook : RAM Release
The Canary in the Bitcoin Mine
In this edition of Global Foresight, we examine the current disconnect between price and value.
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