Articles by Garreth Innes

This time of the year is always interesting due to the preponderance of investment outlooks that are penned in early-to-mid December. These publications wax lyrical on a variety of topics du jour but are often most useful in informing investors exactly where consensus expectations and biases lie across various asset classes. These publications are also slowly coming to grips with the new world order in geopolitics and how a seemingly structured 6-month view of the world can get blasted to smithereens in a few hours.