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The Age of Scarcity Part 1: The inflationary impact of government spending
In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how…
Jan 7 • 
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VP Understanding Webinar - Fixed Income Dashboard
A comprehensive deep dive into VP’s fixed income tools on our Investment Portal.
Jun 3 • 
VP Research
VP's EM bottom fishing checklist (part 3)
What to buy
May 27 • 
VP Research
Tian Yang on The MacroVoices Podcast
In case you missed it our Head of Research, Tian Yang, was a guest on the MacroVoices podcast last week. Erik and Tian discussed what VP models are…
May 25 • 
VP Research
VP's EM bottom fishing checklist (part 2)
Key signposts to buy EM
May 20 • 
VP Research
VP's EM bottom fishing checklist (part 1)
Lessons from history
May 13 • 
VP Research
VP March 2023 Market Outlook & Discussion
Recorded on March 9th for VP clients
May 6 • 
VP Research
What we got right and what we got wrong (1Q23)
Recorded and released to VP clients on 11th April 2023. A quarterly discussion where the VP team reviews what we've got right and wrong in our research…
Apr 22 • 
VP Research
The Variant Perception Blog
The Variant Perception Blog
Thoughts on markets from the team (and friends) at VP
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Doomberg
DoombergDoomberg
Asian Century Stocks
Asian Century StocksMichael Fritzell
Behind the Balance Sheet
Behind the Balance SheetStephen Clapham Equity Analyst
The MacroTourist
The MacroTouristKevin Muir
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The TranscriptThe Transcript

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