Investors have been unnerved by rising bond yields. But volatility is not the enemy. Keep an eye on what really matters — economic re-opening
Leading central banks are now keen to take on responsibility for policy objectives they previously shied away from, such as reducing inequality
The GameStop saga is another symptom of serious maladies affecting our economic mind-body.
David Bowie’s ‘Let’s Dance’ may be catchier than ‘Scary Monsters’, but investors would be well advised to watch out for what lurks
The G7 has an opportunity to demonstrate global leadership in the COVID-19 pandemic by making the success of the international COVAX vaccine-access
Notwithstanding the recent spectacular surge in its price, Bitcoin will remain an asset without intrinsic value whose market value can be
The pandemic forced me to change my business model completely. In doing so, it challenged my long-held view that free trade, globalism and
Swimming against a tide pushed forward by massive policy stimulus seems likely to leave contrarian investors with little to show for their
To unify the country, President Biden must offer a common message of shared struggle and sacrifice. Migration, by choice or coercion, is that
US-China economic and trade relations need a re-boot. The rhetoric from both sides is encouraging, compared to the mishaps of the past four
Divisions among the Democrats are opening, with potentially profound impacts on a cyclical recovery, inflation, financial markets and longer-term
The GameStop saga is not about altruism or financial democracy, more likely greed and a dollop of vengeance. But lessons ought to be drawn,
In confronting the COVID-19 crisis, US President Joe Biden will avoid many of his predecessor’s mistakes, not least by heeding the advice
Although the United States and China will likely remain at odds on many issues, President Joe Biden’s administration must also recognize
It has been said that stocks are not cheap and popular at the same time. Is it time to re-visit Robert Shiller’s well-known valuation metrics?
A combination of the peak of the 4th quarter earnings season, political wrangling over the Biden Administration’s proposal to stimulate
Europeans know the veneer of civilisation is thinner than we like to think. As President Biden is sworn in, we will be hoping he ushers in
Fighting prejudice must be a core policy aim for President Biden if he is to begin to heal America. But, doing so means confronting the dramatic
US public pension schemes are increasingly facing funding gaps that will be difficult to close in today’s capital market environment.
Believing erroneously in certainty is perilous — investors should be wary of certainty’s close cousin, consensus thinking.
In weighing the options for additional stimulus, President-elect Joe Biden’s $2 trillion infrastructure investment plan has much to recommend
The past week was marked by shocking images of violent protestors occupying the US Capitol, yet the horror barely registered in financial
The pandemic has been a human disaster on many levels, much of which was initially beyond our control. But when it comes to how government
After a year of death, despair, and deep uncertainty, there are glimmers of light on the horizon. Not only is responsible leadership returning