Higher interest rates, dumb politics and euphoric markets are key risks for asset prices in 2022
Investment Outlook
If It’s Unsustainable, It Will Eventually End
Governments, corporates and households with excessive spending and debt are living on borrowed time.
Narrow Road Capital Opportunity and Return Update – May 2019
Whilst global credit seems stretched, Narrow Road continues to find great value opportunities for its clients and continues to deliver strong outperformance