#Investment #markets appear caught at an #inflection point. Tight #labourmarkets point to continued #economic progress and a chance at sticking the fabled soft-landing. Other data, in particular household consumption, speaks to the possibility of #recession.

This quarterly we also dig into #China's changing economic paradigm and touch on the scope for attractive vintage years in #privateequity.

As attention spans shorten, we feel there is value in writing and reading something of substance, if only once a quarter (and if of questionable substance)! Chance this #quarterly over your next #coffee break.