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Thoughts From The Divide: Danger to Itself

BY JON WEBB
In an op-ed for MSNBC, the “former Federal Reserve economist” warned against the Fed keeping “interest rates too high for too long”, which would cause it to “fail at its job” and snatch defeat from the jaws of victory. Sahm argues that the economy is “on course” for a soft landing, but “Federal Reserve Chair Jay Powell is not flying the plane, despite the popular narrative” (which is a far kinder metaphor than Jay being a toddler in the back seat with a toy steering wheel). Sahm suggests that “giving the Fed credit means we could learn the wrong lesson”. Read more →

C8 Bulletin: Is the 60-40 Split Dead? (Advisor Hub)

BY JON WEBB
C8's CEO, Mattias Eriksson, proposes an alternative to this traditional equity-bond mix that results in better and more robust investment outcomes. It is achieved through a combination of adding uncorrelated alternative constituents and using modern portfolio construction methods.  Read more →

MI2 Partners Thoughts From The Divide: Why such honesty?

BY JON WEBB
Geopolitics is one of our favourite distractions – rarely profitable, yet impossible for us to ignore. That’s why Lei’s analysis caught our attention. Her account elegantly solves two puzzles – just the sort of parsimony that appealed to William of Ockham: Why did China suddenly halt drone component sales to Ukraine, and why did Wang Yi become unusually candid about Beijing’s thinking on the Russia-Ukraine war? Read more →
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