Is the low and range bound outlook for rates plausible in a historical context?
David Hume is arguably the most important philosopher ever to have written in English, but during his lifetime he was attacked as “the Great Infidel” for his religious skepticism and deemed unfit to teach the young.
SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.
Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.
Records, surprises and opportunities
A closer look at how fixed income markets could perform this year.
For institutional investors only
''Conversation is a Lost Art!''
“You know, I’m from a different time, young man, a dark time to you. I’m from a time that I didn’t even used to know who was on the phone until I answered the shit!”
“Stalin had an electric teapot that he operated himself. A round table, located between two of the four windows, held his multiple black telephones (made by Siemens)…”
