Newsletters2024-01-24T23:03:20-05:00

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Things are weird right now

July 6, 2022 | We will find out soon whether we are indeed in a recession. So long as the labor market remains strong and mass layoffs can be avoided, it’s unlikely that the recession will be severe, and for many, life will continue unchanged whether we are in a recession or not.

The risk in owning Chinese equities

July 5, 2022 | At the end of last year, Chinese equities held an estimated market capitalization of $14.1 trillion USD, representing roughly 12.6% of the total global market cap, per S&P Global.

What’s the truth behind ‘ESG’ Investing?

July 4, 2022 | Over the past few years, talks of environmental, social, and governance (ESG) concerns have come to increasingly dominate the investing world, as society demands more corporate responsibility.

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