Investment Regimes – The Asian Hedgehog and the Fox

Curated Reads (Jan 2022) – Revisiting the secular amidst cyclical flux and monetary policy uncertainties

Posted on January 25, 2022 by theasianhedgehogandthefox@gmail.com / 0 Comment

Financial markets’ gyrations over the recent past have been dominated by shifting views over global monetary policies – with many central banks changing their g...

Investment Regimes/Macro/Secular Views

Contemplating Investment Regimes (Part II) – Conditions that will lead to a Change in the Global Growth/Inflation Regime

Posted on August 11, 2021 by theasianhedgehogandthefox@gmail.com / 0 Comment

Introduction Discussions over the likelihood of a regime change in both the global economy and financial markets have intensified. Commentators speculate that w...

Investment Regimes/Macro/Secular Views

Contemplating Investment Regimes (Part 1)

Posted on August 2, 2020 by theasianhedgehogandthefox@gmail.com / 0 Comment

Introduction – Investment Regimes With regards to the current investment regime (a period we define as one which spans from post-GFC till now), market narrative...