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APR 04, 2025
2023080904180790

Interesting Resources We Found for You

1. Campbell Harvey: [Click here]
Has the recession already begun? Should the president fire his economic advisors? Are there any positive scenarios? Here are my takeaways on the current tariff-related economic disruption.

2. Don't Make the Mistake of Thinking That What's Now Happening is Mostly About Tariffs: [Click here]
At this moment, a huge amount of attention is being justifiably paid to the announced tariffs and their very big impacts on markets and economies while very little attention is being paid to the circumstances that caused them and the biggest disruptions that are likely still ahead.

3.
Global Fixed Income Strategy: March 2025 (Invesco): [Click here]
Invesco has downgraded their 2025 U.S. growth forecast, but are not predicting a recession.

4. Global Data Centres Report 2025 (Knight Frank): [Click here]
The Global Data Centres Report examines the key market dynamics driving the industry's evolution, covering investment case fundamentals, capital flows, and yield profiles, as well as assessing market performance across primary, secondary, and emerging regions.

5. What If You Owned No U.S. Stocks? (Cambria Investments): [Click here]
What is the single most universally held belief in all of investing? Think about it for a minute. Our vote would be “Investors MUST own U.S. stocks.”

Conferences & Events

2025041804565228
The 36th Sub-Advised Funds Forum (Online)
Hear from the industry’s best and brightest managers, research specialists, and key decision makers about new opportunities in sub-advisory. The webinar is on April 29-30, 2025

    2023080910172131
    2025041804575965
    Measuring Development 2025: Biodiversity on Land and at Sea (Washington DC)
    MeasureDev 2025 will feature presentations that span the biodiversity measurement universe: from efforts to improve and expand available data, to innovative methods for estimating the causal effects of conservation policies. The conference is on April 29, 2025

        2023080910172131

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