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The Art of Boring Blog

Market Overview – Q3 2017

Monetary policy “normalization” returned as a major theme this quarter. As indicators for the global economy continued to show signs of strength, central bankers in many major economies—e.g., U.S., Canada, China and Europe—have signalled that the end of a very loose monetary era is nigh. Markets may be facing an important inflection point.

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Recent Articles

Bayes for days

What to do with signal.

Investors are constantly barraged with new information concerning their investments—and when it surfaces, they must weigh its significance and update their thinking and investment decisions accordingly. But this is more easily said than done.

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Bayes for days

Discussion Papers

Bayes for days: What to do with signal
Kara Lilly, CFA
We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.

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Newsletter

Quarterly Investment Newsletters

Investment Newsletter | 3Q 2017

Monetary policy “normalization” returned as a major theme this quarter. As indicators for the global economy continued to show signs of strength, central bankers in many major economies—e.g., U.S., Canada, China and Europe—have signaled that the end of a very loose monetary era is nigh. Markets may be facing an important inflection point.

Read more

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