Stewardship Risk in Focus
Evidente developed a measure of firm complexity and agency costs, which was originally launched for Australian stocks in 2015, designed to provide...
373 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
169 Views
Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
201 Views
China Is Frantic About NPLs
There is talk that the regulator in China will allow banks to swap NPLs for equity stakes in the debtor companies. This is also talk that the...
217 Views
Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strength Euro...
187 Views