Our Publications

Our Recent Publications

Global Economic and Market Commentary Third Quarter 2018

“There are signs that global growth has plateaued. It is becoming less synchronised. Rhetoric on trade barriers is hurting not only trade itself, but also investment and manufacturing as uncertainty continues to rise.” –Christine Lagarde, IMF, 1 October 2018

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Global Economic and Market Commentary Second Quarter 2018

"We best characterize the current environment as similar to the period immediately following the election in 2016."

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Global Economic and Market Commentary First Quarter 2018

"Economically, both the US and China would lose a trade war."

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Global Economic and Market Commentary Fourth Quarter 2017

“This problem of making ever greater investments as the market rises is a classic cycle that is not likely to abate.”  - Martin Leibowitz

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