Volatility Is Back – And It Didn’t Ask Permission

Volatility Is Back – And It Didn’t Ask Permission

What we’ve witnessed over the past week is a recalibration. A reminder that liquidity can thin out faster than expected. That safe havens can reverse. That risk assets can detach from their stories. And that momentum, no matter how powerful, is never permanent. What...
Risk Off? Where Are You Going to Run to?

Risk Off? Where Are You Going to Run to?

“Risk off?” gets thrown around a lot when markets wobble. The better question this week is a more practical one: if investors are de-risking, where exactly are they going? I’ve never been shy about stressing the value of diversification, and weeks like this explain...