Investment Office Logo
Jeffrey Snider
Eurodollar University, 10 December 2022
Read more
Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
Read more
Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
Read more
Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
Read more
Mark Robertson
Aviva Investors,  30 September 2019
Read more
Dr. Brian Taylor
Global Financial Data, Aug 14 2019
Read more

Liminal Spaces in Financial Markets

Liminal spaces are understood as physical locations that are transitional in nature, somewhere between origin and destination. Their aesthetics is associated with feelings of eeriness, apprehension, and nostalgia. Now, what would be its equivalent in financial markets?

Investment Office, January 2023

Long-term Returns to Dutch and Indonesian stocks

The Netherlands has more stock market history than any other country. Trading in shares of the East India Company began trading in Amsterdam in 1601 and continued to trade until the company went bankrupt in 1794.

Dr. Brian Taylor, Chief Economist
Global Financial Data, December 21, 2022

''Clarity in the stock market is always expensive to buy!''

Quote

Ken Fisher, Founder and Executive Chairman of Fisher Investments
Fisher Investments, Ken Fisher Debunks: “Don’t Buy In Until There is Clarity That You’re in a Bull Market”, 9 December 2022

Five Key Insights From 2022

Uncertainty persists, but yield is back and fundamentals matter

Timothy Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2023

The Return of Yield

Yields are appealing in select markets and buying opportunities exist, but investors will need to be mindful about volatility.

Andrew McCormick, Head of Fixed Income; Sebastien Page, Head of Global Multi-Asset; Justin Thomson, Head of International Equity
T. Rowe Price,  Market Outlook, December 2022
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

Men Wanted for hazardous journey, small wages, bitter cold, long months of complete darkness, constant danger, safe return doubtful, honor and recognition in case of success.

Ad in the London newspaper The Times, from Ernest Shackleton (1874-1922) to put together his Antarctic expedition (1914-1917).
The ad maybe a myth, but the adventure was real, and it exemplifies the spirit of inspiration and endurance.

“We're drinking history!”

Eddie Sahakian, enjoying a rare Richard Hennessy cognac with Kirby Allison
Kirby Allison: Inside London's Best Cigar Lounge, With Eddie Sahakian, 31 August 2022

“The Prussian Monarchy is not a country that has an army, but an army that has a country”

Quotation often attributed to Count Mirabeau
Late 18th Century