Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
My father always encouraged me not to join a political party, nor to reveal my voting preferences for fear of being unable to engage across the political spectrum.
In the early years of my career, I wanted to start my own business. Stories of entrepreneurship in Silicon Valley captured my imagination, and in 1994 I took the plunge. In 2000...
China’s position on the world stage is changing rapidly as it moves to become a strategic competitor to incumbent economic powerhouses. Not least because of the recent trade...
This booming sector can help drive the UK recovery – and it’s hungry for space. The search for a covid-19 vaccine has shone a light on the life sciences sector and the many...
After lumbering around the $1trn-$2trn assets under management mark for quite some time, central bank policies in the wake of the global financial crisis were a long-awaited shot...
The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together. The unique shape of the covid-19 crisis and accompanying...
Last week we looked at historical lessons derived from prior pandemics. Today we will expand into determining the likely economic fallout of covid-19, consider the capital market...
Many people concerned about the possibility of inflation caused by the debasement of currencies, such as myself, were strongly influenced by the 2009 book by Carmen Reinhart and...
When looking at a chart of the S&P 500, you would think we were entering a depression or nearing the apocalypse. But what are the real impacts of a pandemic like covid-19?...
The global economy is facing years of uncertainty. The UN has warned of a lost decade as the scarring effects on the economy of covid-19 are worked through. Investors, government...