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Insights Archives 2017-10-13T01:54:33+00:00

The Body Will Heal

Today, it is abundantly clear that the outbreak of the coronavirus (COVID-19) is dramatically impacting our daily lives and the economy at large. It is easy to overreact to the volatility of financial markets. Yet, the end of the world only occurs once, and this most likely is not it.

By | March 20th, 2020|

The Bull with Two Tails

Asset markets have experienced unprecedented growth since the financial crisis as central banks globally attempted to offset deflationary trends through massive injections of liquidity. In effect, their actions have prevented or delayed a default cycle.

By | February 27th, 2020|

Geopolitical Outlook for 2020: The known unknowns

While emerging markets have a knack for delivering the so-called unknown unknowns when it comes to political event risk, we can venture to evaluate some of the known unknowns (aka known event risk) for 2020. Here is a brief list of EM-relevant political events to monitor as we enter the new year.

By | January 2nd, 2020|

Trading Places

Although likely not the first movie on your list of holiday favorites, Trading Places has developed a Christmas cult following. While worth a watch this time of year, the broad theme of the film - literally trading places - seems to be occurring across the global economy. In some cases, countries are being much more forceful in bringing about this change.

By | December 20th, 2019|

Mona Lisa

It is difficult to argue that the digital revolution hasn’t improved most people’s standard of living. The tremendous breakthroughs in computing and communications technologies have forever altered our daily interactions....Despite our growing obsession with bits and bytes, the drive to a digital world hasn’t wholly displaced the analog world.

By | November 29th, 2019|

May 2020 Geopolitical Event Watch

K.P. O'Reilly PhD, JD
April 30, 2020

A shortlist of geopolitical events to watch for in May.

Getting to the Other Side

Jefferson V. DeAngelis
April 28, 2020

By their very nature, so-called black swan events are difficult to prepare for given their rarity and unpredictability. Their uncertainty makes risk assessment daunting.

April 2020 Geopolitical Event Watch

K.P. O'Reilly PhD, JD
March 30, 2020

A shortlist of geopolitical events to watch for in April.

The Body Will Heal

Jefferson V. DeAngelis
March 20, 2020

Today, it is abundantly clear that the outbreak of the coronavirus (COVID-19) is dramatically impacting our daily lives and the economy at large. It is easy to overreact to the volatility of financial markets. Yet, the end of the world only occurs once, and this most likely is not it.

March 2020 Geopolitical Event Watch

K.P. O'Reilly PhD, JD
February 28, 2020

A short list of events to watch in the month ahead.

The Bull with Two Tails

Jefferson V. DeAngelis
February 27, 2020

Asset markets have experienced unprecedented growth since the financial crisis as central banks globally attempted to offset deflationary trends through massive injections of liquidity. In effect, their actions have prevented or delayed a default cycle.

February 2020 Geopolitical Event Watch

K.P. O'Reilly PhD, JD
January 29, 2020

A short list of events to watch in the month ahead.

Geopolitical Outlook for 2020: The known unknowns

K.P. O'Reilly PhD, JD
January 2, 2020

While emerging markets have a knack for delivering the so-called unknown unknowns when it comes to political event risk, we can venture to evaluate some of the known unknowns (aka known event risk) for 2020. Here is a brief list of EM-relevant political events to monitor as we enter the new year.

Trading Places

Jefferson V. DeAngelis
December 20, 2019

Although likely not the first movie on your list of holiday favorites, Trading Places has developed a Christmas cult following. While worth a watch this time of year, the broad theme of the film – literally trading places – seems to be occurring across the global economy. In some cases, countries are being much more forceful in bringing about this change.

Traveler standing alone on stone cliff lake and misty mountains

Mona Lisa

Jefferson V. DeAngelis
November 29, 2019

It is difficult to argue that the digital revolution hasn’t improved most people’s standard of living. The tremendous breakthroughs in computing and communications technologies have forever altered our daily interactions….Despite our growing obsession with bits and bytes, the drive to a digital world hasn’t wholly displaced the analog world.

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