Articles from the author

US Treasuries endured their worst month in over a year

As the economic machine speeds up, where on the dashboard do we look for pressure?

Where can asset allocators find ballast when both volatility and correlations are rising?

Late-cycle support and attractive valuations could release the potential of commodity stocks

Fundamental market relationships maintain their shape despite a bias toward trend extrapolation

A capex boost could raise productivity, keep a lid on inflation and further extend the current cycle

The 2018 midterm elections may concentrate minds in Washington

Last week’s scarily good macro and earnings data revealed solid foundations for reflation.

When nothing looks cheap, multi-asset investors need to write new pages into the asset allocator’s textbook.

There’s a global tug of war going on between an upswing in growth and ongoing tightening

In a world dominated by politics, it’s important that investors continue to focus on the basics

US smaller companies have endured seven lean years, but are they poised for a comeback?