Founders: Rates... China... Growth... Inflation...

A Global Equities Head's Thoughtful Perspective

When I heard that "influencer" was the Gen-Z dream job (1 in 4 kids from Gen Z plan to become social media influencers), I did a double-take... Never would've predicted the next new hot job: UPS drivers. There's been a 50% spike in searches for UPS jobs after the shipping giant and Teamsters reached a deal that would raise full-time drivers' salaries to $170K.

Caught our eye.

Very good read.

Very thoughtful, very thorough letter to institutional clients by Global Head of Institutional Equities.