Insights
Though the economic and financial market dislocations from the outbreak of Covid-19 in early 2020 brought a quick end to the longest-running bull market in US history, the massive injection of mone
While the initial rebound in equity markets following the Covid-19 outbreak was sparked by massive policy intervention, the reflation leg of the new bull market appears to have been driven by expec
The ongoing structural shift toward a knowledge-based economy heavily reliant on intangible assets has presented a challenge to investors seeking to identify undervalued stocks. Read more
While there were a range of fundamental factors—including corporate debt vulnerabilities and continued geopolitical tensions—to suggest the credit cycle was in a mature state heading into 2020, the
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