Michael Wilkerson is Chief Executive Officer of Fairfax Africa Holdings Corporation, an investment holding company listed on the Toronto Stock Exchange. Fairfax Africa is focused on active management of a concentrated portfolio of long-term investments in high-quality African businesses in food & agriculture, education, financial services, and renewable energy infrastructure. Michael is also Chairman… Continue Reading
America stands at a critical turning point in its history, where the gathering storm clouds of four distinct crises have formed and are converging to threaten the nation. A looming economic crisis, the COVID-19 pandemic, escalating conflicts in America’s great power rivalry with China, Iran and Russia, and rising social unrest within its own borders have combined into a potentially severe stormwall of risk for the United States. Continue Reading
Much as we might prefer to see it otherwise, it is quite difficult to see how this ends well. Continue Reading
We may now need to reconsider the possibility of a shift into a highly inflationary environment. It may emerge slowly, but the tail-risk is that an unforeseen event catalyzes a sudden shift for which we are not prepared. Continue Reading
The U.S. government needs to prepare for a deliberate and coordinated multi-faceted attempt by foreign actors to disrupt and weaken our nation in the wake of the pandemic and its economic fallout, our divisive social unrest, and the upcoming presidential election. Continue Reading
Today, around the world, national, regional and local political leaders, along with their corporate and business peers, are facing in COVID-19 a leadership test unseen in generations. Continue Reading
Africa’s high urban population densities, high numbers of day workers, and weak medical systems would seem to make it highly vulnerable to COVID-19. But Africa could emerge from the pandemic with less lasting damage than many fear. Continue Reading