

With apologies for stating the bleedin‘ obvious, but most of us work to pay bills and no small part of these are accounted for by our mortgage. Consequently, for those who, on having thankfully made their last payment and received the deeds to a home far more valuable...
Overworking ZIRP was never going to work well

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)...
Re-enter the dragon

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...
Direct air capture

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...
Unmooring market expectations

Why Chinese companies are investing in French wine and German robots
Originally published November 2021. In recent years, Chinese companies have been substantially increasing their investments in the European Union. From the vineyards of Bordeaux to robot manufacturers in Germany and construction machinery...
Why Chinese companies are investing in French wine and German robots