CIO Commentary – First Quarter 2022

CIO Commentary – First Quarter 2022

Reading Time: 9 minutesThe unwinding effects of the post pandemic government fiscal and monetary stimulus is now underway. Excessive liquidity creation during that period first flowed into the capital markets (mostly risk assets) but now this has essentially “spilled...
CIO Commentary – Fourth Quarter 2021

CIO Commentary – Fourth Quarter 2021

Reading Time: 12 minutesI am opening this quarter’s comments in the face of the continuing war in Ukraine, and accordingly I write with complete solace and respect for the people of Ukraine, who are fighting for their lives. I consciously try to keep politics and...
CIO Commentary – Second Quarter 2021

CIO Commentary – Second Quarter 2021

Reading Time: 6 minutesThe quarter was a strong one for our private equity heavy portfolios, the reasons of which are highlighted in our quarterly reports. Public equity markets have also been exceptionally strong, and the pundit debate seems to remain centered upon:...
CIO Commentary – First Quarter 2021

CIO Commentary – First Quarter 2021

Reading Time: 6 minutesEconomies are now at different stages of reopening which is correspondent to the degree to which local populations have become vaccinated and/or new COVID-19 cases have abated. This is contributing to shortages of certain goods that were...
CIO Commentary – Fourth Quarter 2020

CIO Commentary – Fourth Quarter 2020

Reading Time: 6 minutesThe election, inauguration and impeachment tensions have now passed, and headlines have shifted to the classics such as monetary/fiscal policy, increasing taxes, vaccine management, post- lockdown economic bounces and the timing of rotation from...