The Variant Perception Blog
The Variant Perception Podcast
What we got right and what we got wrong (3Q22)
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What we got right and what we got wrong (3Q22)
*Released to VP clients on 18th Oct. A quarterly discussion where the VP team reviews what we've got right and wrong in our research, covering all major asset classes: https://youtu.be/MP_NWxm_YQ4

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The Variant Perception Blog

The Variant Perception Podcast

Nobody gave us a "how-to-manual", but we have drawn inspiration from countless others in developing VP's analytical framework.