End of the Long Bond Era – Bloomberg
”I thought bonds were the boring, safe, simple thing” Summary This Bloomberg video explains the evolving dynamics and current challenges in the bond market, particularly[…]
The Art of Learning — KKR Macro
Insightful macro update from KKR With a whirlwind of recent developments — post-U.S. election tax debates, ‘Liberation Day’, and travels both abroad and at home[…]
Re: Mental Models – Navigating The Asteroid Field With Trump 2.0
The “Never Tell Me The Odds” Trump 2.0 Administration is attempting to put the country on a new trajectory. It’s a fraught path through an[…]
Positioning for a Shifting World: How Investors Should Be Thinking About US Equity Exposure in 2025
Australian investors are embracing exchange-traded funds (ETFs) like never before. January 2025 saw a record $4.6 billion in ETF inflows—a clear sign of growing enthusiasm[…]
