Page 1 - ISQ October 2022
P. 1
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