Pessimism Abounds
We were in an outdoor café in downtown Warsaw. Invesco had entered into a joint venture with a French insurance company and the Polish Post Office as one of a small handful of western asset managers partnering with what seemed like unlikely local firms to give Polish citizens options for managing their government retirement benefits,…
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Which List Are We On?
So, have we been naughty or nice? Will we finish the year with a little Santa rally, or will we end up with a lump of coal? Its hard to say. While I have promised not to use AI, it is tempting to cut and paste those previous December Insights. Like 2023, this has been a strange year, especially in the second half.
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Second Quarter 2025
Freedom is under fire—from both sides of the aisle. Critics say the free market isn’t working, yet their examples—housing, healthcare, education—are all heavily regulated. The problem isn’t the market; it’s the lack of one. As Friedman warned, skepticism of markets often masks a deeper discomfort with freedom itself.
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