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Some of the world’s top investors read Stray Reflections for clarity, conviction and a sense of calm. Our flagship publication provides unbiased insight into the key macro forces shaping the global investment landscape.

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Our salon series summons the best ideas from our community of hedge fund CIOs and global asset managers. Our pre-pandemic dinners and gatherings were intimate and rich. Our online events have their own magic.

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One-on-one calls to get your burning questions answered, game out scenarios, or glean greater understanding of our views. You set the agenda. Think of each call as a chance to reset and rebalance.



Year in Review

“Self-reflection is the school of wisdom.”


China After Covid

While China weathered the Covid crisis better than anyone, the new year presents its own challenges. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices.


Themes for the Next Decade

Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.