Page 1 - ISQ October 2022
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VOLUME 14 | ISSUE 4 | OCTOBER 2022




         INVESTMENT                                                                         LETTER FROM THE


                                                                                          CHIEF INVESTMENT OFFICER
                                                                                          page 2
       STRATEGY                                                                             MINI-BUDGET, MASSIVE


                                                                                          RAMIFICATIONS
       OUARTERLY                                                                            EUROPE: PLAYING SHERIFF
                                                                                          page 4



                                                                                          page 18










           A TIME FOR






               Finesse





































         Q&A: DOLLAR            DEGLOBALISATION:        ECONOMIC OUTLOOK:           THE STATE OF THE
         DOMINANCE—             A DOUBLE-EDGED          THE FED’S CONUNDRUM         MIDTERM ELECTIONS:
         CAN IT CONTINUE?       SWORD                      page 12                  RED WAVE OR BLUE WALL?
            page 6                 page 8                                               page 15
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