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Editorial Staff
Fisher Investments MarketMinder, March 31 2020
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Stephen Springham
Knight Frank, The Doomsday of All Scenarios? COVID-19 Market Update, 30/03/2020
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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The everywhere rally

Keeping a lid on the asset boom, continued...

Liam Bailey, Global Head of Research
Knight Frank, Your midweek update, 05.05.2021

Reflation train — arriving on time

As we head into the predictable spring/summer inflation surge and vaccine driven reopenings of 2021, Jenna Barnard and John Pattullo, co‑heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

Jenna Barnard, CFA , Co-Head of Strategic Fixed Income, Portfolio Manager; John Pattullo, Co-Head of Strategic Fixed Income, Portfolio Manager
Janus Henderson Investors, Investment Viewpoints, April 2021

Average Company Lifespan on S&P 500 Index

S&P 500 lifespans continue to shrink

Scott D. Anthony, S. Patrick Viguerie, Evan I. Schwartz, and John Van Landeghem
Innosight, 2018 Corporate Longevity Forecast: Creative Destruction is Accelerating, February 2018

A Shift Toward Value

The tide may be turning for value stocks

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  Investment Insights, April 2021

Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

Sunil Krishnan, Head of Multi-asset Funds
Aviva Investors,  15 April 2021

Pleasant Recession, Unpleasant Recovery

Weak pent‐up demand will likely prevent a post‐COVID boom.

Nikolaj Schmidt Chief International Economist
T. Rowe Price,  March 2021
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

“Never let the truth get in the way of a good story.”

Quote often attributed to Samuel Langhorne Clemens (1835 - 1910),
also known as Mark Twain, an American writer, humorist, entrepreneur, publisher, and lecturer

"That’s how I started, I began at the top. And I have been working my way down ever since."

Orson Welles
F for Fake, 1973

"Why the heck did history decide to stop repeating just when I needed it???"

Scott Adams
Loserthink: How Untrained Brains Are Ruining America, November 2019