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CLEARLY DIFFERENT INVESTMENT MANAGEMENT

RESEARCH & INSIGHTS​

Throughout our history, Perissos has focused on building the best possible understanding of global economies and markets. These unique insights drive our innovative investment engine.

10 Market Themes for Q2 2024

Insight

Market Memo (Interest Rates Part II)

Insight
A historical perspective, particularly examining past policy missteps, can offer valuable insights as we navigate this uncertain economic landscape.

Market Memo (Interest Rates Part I)

Insight
Over the last couple of years, small talk has gone from, “What do you think of this weather?” to “Can you believe how expensive groceries are?” or “Can you believe mortgage rates are 7%?” We humans are myopic and expect the future to be somewhat similar to the recent past.

Market Memo (Interest Rates Part I)

Insight
Over the last couple of years, small talk has gone from, “What do you think of this weather?” to “Can you believe how expensive groceries are?” or “Can you believe mortgage rates are 7%?” We humans are myopic and expect the future to be somewhat similar to the recent past.

Market Memo

Insight
I wrote about the Government’s budget deficit in August of last year. (You Can Read It Here) I believe the deficit issues facing many countries will determine the direction of global asset prices, particularly bonds. I don’t foresee the ballooning of debt and deficits being an issue this year, but it will be a major issue in the near future.

Market Memo

Insight
I wrote about the Government’s budget deficit in August of last year. (You Can Read It Here) I believe the deficit issues facing many countries will determine the direction of global asset prices, particularly bonds. I don’t foresee the ballooning of debt and deficits being an issue this year, but it will be a major issue in the near future.