The story of the year for investors was the unprecedented surge in liquidity.
The story of the year for investors was the unprecedented surge in liquidity. Read More »
Perry International Capital Portfolio
Here is what happened last year… Here is what will happen this year.
The story of the year for investors was the unprecedented surge in liquidity, which drove high-beta risk assets back up to the 2022 highs.
Lower Inflation and its influence on interest rates and the stock market was enormously impactful.
Here is what happened last year… Here is what will happen this year. Read More »