Mads N.S. PedersenMar 16Putin’s war and its implications for marketsA new geopolitical order is in the making and no one can be entirely sure where it will end, although several patterns are emerging....
Mads N.S. PedersenFeb 14The price of money and the cost of capitalA combination of rising inflation, a renewed spike in interest rates and year-end rebalancing of equity portfolios, sent shock waves...
Mads N.S. PedersenJan 12How markets will deal with inflation and rate hikes2021 was a good year for equities, but a bad year for US government bonds, which lost money. As we remained “Risk On” throughout the full...
