Serious investment thinking that doesn’t take itself too seriously.
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are about stories. There is a shift in markets underway – where are rates, inflation and politics taking us? Traders want to...
Which US asset classes perform best or worst amid periods of high inflation (6% or more)? Answer: commodities perform best, while bills perform worst. It’s commonly recognised...
The Japanese housing depreciation dilemma. While Japan shares many characteristics of the West – a democratic political system and capitalist economic system – one area that...
How land commissions can lead the fight against urban land grabs When Boris Johnson sold the 35-acre Royal Albert Docks in London to Chinese buyers in 2013, it was...
A niche idea that won’t save the high street. There have never been so many different ways to shop for groceries. The biggest chains offer customers a choice of vast superstores,...
The news on 2 December will have brought a beaming smile to the person responsible for the morning meeting at the Bank of England. They will have been able to leave all the house...
In November 2021, 180 world leaders gathered in Glasgow, Scotland, for COP26, the United Nations’ annual climate summit. But once the wheels of their private jets had...
Olaf Scholz is soon to be sworn in as the new chancellor of Germany after nearly two months of intense negotiations between the Social Democrats (SPD), Greens, and...
China’s dominance in manufacturing has made it the factory of the world. The subsequent economic growth enriched an ever-expanding middle class, and the country’s retail industry...
Am I availing myself of any old sterling excuse? In the interregnum between voting to leave the EU and actually doing so, I claimed the UK’s final exit would prove largely...