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How has the Iran war changed the 2026 outlook?


April 14, 2026UncategorizedXavier Seigneurin

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US core real estate historically attractive – INTL ex AU version


April 2, 2026UncategorizedXavier Seigneurin

Continue reading US core real estate historically attractive – INTL ex AU version →


What does the situation in Iran mean for markets?


March 11, 2026UncategorizedXavier Seigneurin

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US core real estate historically attractive


February 25, 2026UncategorizedXavier Seigneurin

Continue reading US core real estate historically attractive →


The Fed is not independent


February 9, 2026UncategorizedXavier Seigneurin

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Investing in the transitions changing our world – INTL


October 1, 2025UncategorizedXavier Seigneurin

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Investing in the transitions changing our world – AU


October 1, 2025UncategorizedXavier Seigneurin

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It’s more uncertain today than at any time in my entire career – INTL


June 4, 2025UncategorizedXavier Seigneurin

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It’s more uncertain today than at any time in my entire career – AU


June 3, 2025UncategorizedXavier Seigneurin

Continue reading It’s more uncertain today than at any time in my entire career – AU →


A contrarian manager sees potential upside in downside volatility – AU


May 28, 2025UncategorizedXavier Seigneurin

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Recent Posts

  • How has the Iran war changed the 2026 outlook?
  • US core real estate historically attractive – INTL ex AU version
  • What does the situation in Iran mean for markets?
  • US core real estate historically attractive
  • The Fed is not independent

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