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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 →

NDR Fixed Income Allocation Strategy April 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

NDR Dynamic Allocation Strategy April 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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