Posts by Grace Lavelle
Monthly Macro Update: January 2021
Here we provide an overview of our current market views, and our recommendations for strategic portfolio positioning.
Read MoreFOURcast: December 2020
Welcome to our monthly macro update, the FOURcast. Much like a weather forecast, it provides a guide to what we think may be coming, and how to position portfolios to prepare for the future climate.
Read MoreFOURcast: November 2020
Welcome to our monthly macro update, the FOURcast. Much like a weather forecast, it provides a guide to what we think may be coming, and how to position portfolios to prepare for the future climate.
Read MoreFOURcast: October 2020
Our four phase framework reflects that markets remain in a downturn environment.
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