Corospondent - January 2022
Money for nothing?

In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.

“The fact that some choice is good doesn’t necessarily mean that more choice is better.” – Barry Schwartz in The Paradox of Choice: Why More is Less

Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.

But SAGBs might still fare better than expected

Follow our ‘first in, last out’ approach.

An attractive new add to our portfolios.

An attractive, growing sector in both Eastern and Western Europe.

Past quarterly publications