Forecasting Follies “Humans don’t want accuracy; they want reassurance.” The Nobel laureate and retired Stanford University economist Kenneth Arrow ...
Ode to Munger The equity markets surged in November as rates markets began pricing the end of tightening cycles, and economic moderation led to falling inflation rates.
China Weakness Feeds Market Weakness The equity market fell in August as concerns over the Chinese property market and weaker macroeconomic data led to some volatility.
THIS MONTH IN THE MARKETS
A monthly insight into what has been happening in the global markets and the Anchor portfolios
February 2024
Wisdom of Buffett
The equity markets continued to march higher in February due to stable economic data and strong corporate earnings ...
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January 2024
Forecasting Follies
“Humans don’t want accuracy; they want reassurance.” The Nobel laureate and retired Stanford University economist Kenneth Arrow ...
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November 2023
Ode to Munger
The equity markets surged in November as rates markets began pricing the end of tightening cycles, and economic moderation led to falling inflation rates.
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October 2023
War and Weight
The equity market fell in October after Middle East tensions and rising bond yieldsincreased volatility.
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August 2023
China Weakness Feeds Market Weakness
The equity market fell in August as concerns over the Chinese property market and weaker macroeconomic data led to some volatility.
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