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Market Review Q3 2021

Download Disclaimer: The content of this communication is for information purposes only. Bentley Reid believes…

Inflation Debate

Global inflation beats forecasts on supply snarls as markets doubt central banks’ ‘transient’ line

Louis Vincent-Gave Interview

Interview with Louis‑Vincent Gave on macro shifts and strategy spanning Asian and Western markets

China Tech Crackdown

China’s sweeping tech, education and gaming crackdown forces investors to rethink mainland equity exposure

Quarterly Q&A Q2 2021

Peter discusses barbell positioning, blending quality growth and value for a choppy reflation cycle

Market Review Q2 2021

Quarterly Market Review Q2 2021

Real Yields Outlook

Record US deficits and surging CPI raise odds of Fed yield-curve control to protect debt…

Deidre Cooper Interview

Interview with Deirdre Cooper on sustainable investing themes and evolving environmental market views