top of page
Search
Forget Reindeer, the Bond Market’s Sleigh is Being Pulled by Bulls
The debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.
Chris Bolton
Dec 7, 20235 min read
An Arbitrary Grading of Our 12+ Themes for 2023
With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.
Perron Team
Dec 1, 20237 min read
Celebrating 10 years of independent advice
We are celebrating 10 years of independence this month!  We took a leap of faith, and we are proud we did. We had a vision that required...
Perron Team
Nov 27, 20232 min read
bottom of page