Mads N.S. PedersenFeb 14, 2022The 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 12, 2022How 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...
Mads N.S. PedersenDec 10, 2021Moving Forward with What MattersIn a world of uncertainty, it feels reassuring to have a few reliable forces to fall back on. One such driving force of growth is the...