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Kevin is an economist but he asks that you don’t hold that against him. He runs Rational Research, which focuses on strategic advice on market and economic issues to corporates, investors and banks. Kevin was Head of International Research and Asset Allocation at Nomura, Chief Markets Economist at RBS Markets and Chief European Economist and Equity Strategist at UBS. He has no need for physics envy: he studied Physics as an undergrad before moving on to a PhD in Economics.