Investment markets appear caught at an inflection point. Tight labour markets point to continued economic progress and a chance at sticking the fabled soft-landing. Other data, in particular household consumption, speaks to the possibility of recession.
This quarterly we also dig into China's changing economic paradigm and touch on the scope for attractive vintage years in #privateequity.
As attention spans shorten, we feel there is value in writing and reading something of substance, if only once a quarter (and if of questionable substance)! Chance this quarterly over your next coffee break.