Economic Insights

Most investment portfolios in the U.S. have very little direct exposure to emerging markets in general, and India in particular. As global investors in iconic b2b and b2c brands, one of the key themes we are excited about, is the expansion of the emerging middle class across the world.

Recently, Bank of America discussed the “5-Lessons From The Nifty Fifty.” Of course, if you are unfamiliar with the importance of “The Nifty Fifty,” it is worth explaining.

If you are an investor or a manager of other people's investments, 2022 has been a particularly difficult year. Generally, fixed income assets act as a safe haven when stocks are under siege. But when inflation and rates are rising, very few assets get spared.

Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase economically sensitive stocks despite the underlying economic deterioration.

Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase economically sensitive stocks despite the underlying economic deterioration.

By now, you have likely seen and heard the news about FTX’s epic collapse & bankruptcy filing last week. Over the last year, lots of smaller cryptocurrency platforms have gone under and the hacking of customer digital wallets has been rampant.

By now, you have likely seen and heard the news about FTX’s epic collapse & bankruptcy filing last week. Over the last year, lots of smaller cryptocurrency platforms have gone under and the hacking of customer digital wallets has been rampant.

Even as Election Day has come and gone, the outcome remains uncertain with a Georgia runoff scheduled for December that may determine control of the Senate and multiple states still counting votes days after November 8 to decide control of the House. This partisan uncertainty, unfortunately, aligns with the macroeconomic and geopolitical uncertainty that has persisted throughout 2022.