News, 06 Apr 2023

Economic Update - March 2023

Central bankers were already suffering from analysis paralysis with inflation versus recession, but March has now thrown banking crises into the mix. We live in interesting times! The good news is that for the investor, there are gains to be had in vari...

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Insights, 30 Mar 2023

Chart of the Month - March 2023

Chart of the Month - March 2023 Are bad loans to Commercial Real Estate (CRE) the next stage of the US banking crisis? The inflation-recession dichotomy has been busted by a US and Swiss banking crisis. Duration risk and an old fashioned bank ru...

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