A discussion about the intense volatility in the market, which he attributes not to fundamental issues but to structural imbalances and the unwinding of leverage, particularly through mechanisms like the yen carry trade.

A discussion about the monumental legal ruling against Google for antitrust violations.

What’s been driving returns in the IA’s Sterling Strategic Bond sector? Its portfolio managers have more flexibility than most to deal with the storms that have hit fixed income over the past couple of years.