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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
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VP Research
May 2023
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
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VP Research
April 2023
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
Leaning into the 1969-70 roadmap
The below is an excerpt from our March 1st report. There are many parallels between today’s macro landscape and the period heading into the 1969-70 US…
Apr 15
•
VP Research
VP February 2023 Market Outlook & Discussion
Recorded on 9th Feb for VP clients
Apr 8
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VP Research
VP January 2023 Market Outlook & Discussion
Listen now (40 min) | *Recorded on Jan 12th for VP Clients. https://www.youtube.com/watch?v=FzZv6lZM_0Q
Apr 1
•
VP Research
March 2023
SVB in a leading indicator context
VP’s capital cycle, business cycle and tactical tools have helped time the key turns in US banks. The past 2.5 years have been a great demonstration of…
Mar 25
•
VP Research
Liquidity: theory vs practice
We have seen a lot of narratives on liquidity driving the YTD rally. We think the consensus view of how to use and interpret liquidity in practice is…
Mar 11
•
VP Research
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