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Thoughts From The Divide: The Vital Few

BY JON WEBB
Winston Churchill said the above line in a speech delivered in 1940 to the House of Commons, noting in his survey of the war efforts that “The gratitude of every home in our Island… goes out to the British airmen who, undaunted by odds, unwearied in their constant challenge and mortal danger are turning the tide of the world war”. While we don’t want to focus this week on the “psalm of swords” (though we would note Denmark’s government may have broken the first rule of Fight Club in recommending its citizens stock up on water, food, medicine, and iodine tablets!), the British Bulldog’s words are particularly apt at the moment given so much of the economic landscape is dependent on “the vital few”. Read more →

How Will November Retail Sales Impact the Fed’s Thinking?

BY TEMATICA
As the Fed kicks off its December policy meeting, updated GDP expectations are on the way Read more →

C8 Weekly Bulletin – Adding Uncorrelated Returns

BY JON WEBB
With equity and bond markets having moved in tandem for the past few years, this week's Bulletin focuses on the potential to add uncorrelated returns to an equity/bond portfolio.   Read more →
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