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Re-enter the dragon

Re-enter the dragon

How China’s reopening may light fires across the global economy. At the beginning of 2023, if we have certainty about anything, it’s how uncertain the path is for the global economy – unlike in 2021 or 2022, when the destination (higher inflation and higher rates)...
Direct air capture

Direct air capture

Originally published September 2022. How advanced is technology to suck up carbon dioxide – and could it slow climate change? Humanity must remove up to 660 billion tonnes of carbon dioxide (CO₂) from the atmosphere by the end of the century to limit global...
Unmooring market expectations

Unmooring market expectations

The CIO of Odey Asset Management, shares his thoughts on recent events inthe UK economy. There was a time when markets were in the ascendancy, when they ruled, rather than were ruled. One of the sadnesses for those of us who have been around a long time is that we...