Gravity Exists

Focus

The Recession Playbook

July 25, 2022 — Allocators scramble to a defensive position as US growth slows. Our Quarterly Survey of readers and asset managers maps a growing consensus for more pain.

Wednesday Lunch

Volatility Strategies in 2022: Update

August 03, 2022 — Many pundits are predicting doom and gloom, but Convex CIO Noel Smith says that volatility levels in options markets are signaling no need for panic yet.

Outlier

Has Farmland’s Time Finally Arrived?

July 15, 2022 — After years of being talked up as the next big hard-asset play, rising inflation and sky-high crop prices have some high-net-worth investors taking an interest in farmland.

MARKETS & STRATEGY

POLICY & PRACTICE

TANGENTS & DISTRACTIONS