The top 15 macro questions to ask before investing in a country
These 15 questions are by no means exhaustive—they are not intended to be—but they serve as a helpful checklist for the main structural factors to consider when assessing a country’s macroeconomic backdrop.
Enduring themes for volatile times
While investor apprehension in this environment is understandable, volatility in markets is both normal and expected[the-art-of-boring/volatile-unpredictable-and-entirely-normal/].
(Not) boring finds for October 2017
This month we are hosting a live webcast on finding opportunities in a time of higher interest rates, fuller valuations, and increased risk; reminding ourselves to focus on focusing more effectively; learning about the unintended consequences of innovation; exploring what...
Peanut butter (or why to expect the improbable)
Would you rather give up your favourite food for the rest of your life or wake up every day with a 5% chance of being completely covered in peanut butter?
Are all New Zealanders male and vegetarian?
In our experience, it is useful to have a checklist to question the validity of statistics.
Galapagos Island risk
Complacency is often overcome, not by desire, but by necessity. In the case of business, a little competition is often exactly what we need to encourage improvement.
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