Shannon McConaghy,
Portfolio Manager
May 2019 Japan market view summary - April 2019

"Japan is unique in the scale of the demographic head-winds faced by certain sectors. These head-winds can over-power the economic tail-winds that are felt by most other global companies late in the credit cycle."

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Market Views

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> Japan market view summary - April 2019 Shannon McConaghy May 2019
> A Potted History of Korean Finance Russell Clark February 2019
> The Difference Between 2015-16 and Now Russell Clark February 2019
> Semiconductors, KOSPI Index and Suppressed Volatility Russell Clark February 2019
> Japan Falling Through US 10s30s Spreads Shannon McConaghy February 2019
> Autocallables, Eurostoxx 50 and Suppressed Volatility Russell Clark January 2019