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Darling Defender
Investors face financial repression and rising inflation Traditional bond and income strategies are not suited for this environment. We...
Machinations of macro, asset sleeves and allocation by outcomes not benchmarks
In episode 102, Alex Proimos speaks with Mark Beardow, co-chief investment officer, and Andrew Baume, adviser, at Darling Macro. This...
Q2 2021 review: Expectations have caught up with the US economy
Q2 2021 review: Expectations have caught up with the US economy
New sources of portfolio protection
Equities have experienced more regular and deeper negative shocks in the last 5 to 15 years than typical of the last 60 years. At the...
Everything is so expensive
In a follow-up to our last blog on lessons from 2020, Andrew Baume and I discuss some of the challenges for investing when everything is...
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