January 28, 2022

Are we heading into a crash?

Over the past couple of months, and particularly since the beginning of this year, equity markets have been particularly volatile,…

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November 22, 2021

Investment Update November 2021

On November 6, 2021, Pillow held an investment update session to discuss our views on macro economics and to provide an update to our clients.Thank you to all who attended the event live.Below is a recording of Part 1, our macro views as of November 2021.A recording of Part 2,…

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November 6, 2021

Crypto on the Pillow

This is a synopsis of our view about cryptocurrencies, a controversial yet exciting new asset class. What is the contribution of cryptocurrency to our outperformance We only started to invest in cryptocurrencies earlier this year once adoption accelerated among institutional and corporate players. Thus, this investment has no bearing in…

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September 22, 2021

To Invest or Not To Invest in China?

Global investment circles have recently been convulsed by regulatory, social, and political developments emanating from China. We present our take on these trends below. Conclusion - September 14, 2021 At Pillow Investment Partner, we believe in prudently seeking profitable equity investments exposed to China’s ongoing economic growth.Given the backlash against…

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August 16, 2021

Thoughts on China from a Wang descendant

Over the past couple of weeks, we have been concerned with our investments in Chinese companies.  It was devastating to…

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March 24, 2021

Inflation debate on the Pillow

Inflation debate on the Pillow – March 9th, 2021 Introduction   Over the past few weeks, global equity markets have…

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