Inflation and Real Yields
Continuing on with earnings season, Anis Lahlou points out that the buzzword seems to be inflation. With real bond yields sharply negative and potential for inflation to continue ticking up, question is what happens next?
European Markets and Earnings Season
CIO Anis Lahlou shares his thoughts on European markets and the highly anticipated earnings season.
Direction of long-term Interest Rates
Bill Kornitzer looks a look at long term interest rates and central bank intervention.
Net Zero by 2050
After having reviewed the International Energy Agency ("IEA") "Net Zero by 2050" report, Anis's looks into the various types of hydrogen.
Inflation, PPI and Cryptocurrency
Inflation, PPI and Cryptocurrency - three topics that caught Bill Kornitzer's attention this week.
Interview with Chris McKee from The PRS Group
The first in a series of conversations with Chris McKee from The PRS Group - an overview on his and Peter Marber's latest book.
Earnings Calls Facts and Fictions
Earnings conference calls are a great way to go beyond the headline data and really focus on nuance and anomalies.
Sell in May and Go Away?
Europe has seen a very strong earnings season so far and given we're now in May, Anis Lahlou revisits the saying of "sell in May and go away" and what this looks like from a cyclical versus defensive lens.
Is the market overvalued?
A common question asked: is the market overvalued? Here are Bill Kornitzer's latest thoughts on this.
Peter’s ABCs on Fees. Ep 5: Challenging the Status Quo
In the final episode of our #ABCsOnFees series, Peter Kraus takes a closer look at the importance of aligning manager and client incentives and the need to disrupt the traditional fixed fees model.