Investment Letter Q2 2022

“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...

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Investment Letter Q1 2022

“I don’t know if war is always pointless,’ she said. ‘I know it’s always tragic.” Catherine Ryan Hyde Financial markets were unsettled this quarter by the deeply saddening events in Ukraine which have dominated the news over the last six weeks. Emerging Market, Asian...

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