by lpioAdmin | Jun 30, 2022 | Investment Letters, Perspectives
“Inflation, like the genie in the lamp, is very difficult to control when it is released.” Iván Martín, Magallanes We are leaving behind the worst quarter for global equities and bonds in aggregate since 1990. With inflation remaining stubbornly high, central banks...
by lpioAdmin | Jun 1, 2022 | Market Views, Perspectives
It has been a testing time for investors in China, which has experienced a series of shocks to the investment backdrop that have spilled over into all sectors of the equity market, both in Shanghai and in Hong Kong. In what follows, we will explain why, in the face of...
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