By Lewis Johnson - One of my greatest joys is to rediscover the wonder of the markets when I rediscover them anew through the eyes of the younger analysts that I train. The best way to learn a subject is unquestionably[…]
By Lewis Johnson - China has devalued its currency by almost 4% in two days. What does it mean for China and global asset markets? This week’s “Trends and Tail Risks” takes a walk down memory lane back to the Asian[…]
By Lewis Johnson - As an investor the most important decision I make every day is what to ignore. After all, it’s a big wide world with literally tens of thousands of financial securities in it: stocks, bonds and other[…]
