2021 Year-End Letter and Market Outlook 2022: The great reset of the global economy. The pandemic-ridden year of 2020 was followed by yet another unusual investment year.
6 January 2022
Inflation vs. Inflation Expectations: It is difficult to make predictions – particularly about the future
29 November 2021
Bad news out of China: The market expects a low chance of contagion risk from Chinese real estate
29 September 2021