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
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Democratic Disagreement
Divisions among the Democrats are opening, with potentially profound impacts on a cyclical recovery, inflation, financial markets and longer-term
The Game Stops Here
The GameStop saga is not about altruism or financial democracy, more likely greed and a dollop of vengeance. But lessons ought to be drawn,
Biden’s Vaccine Challenge
In confronting the COVID-19 crisis, US President Joe Biden will avoid many of his predecessor’s mistakes, not least by heeding the advice
The US and China Must Cooperate in Space
Although the United States and China will likely remain at odds on many issues, President Joe Biden’s administration must also recognize
A Question of Valuation?
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?
An Important Week
A combination of the peak of the 4th quarter earnings season, political wrangling over the Biden Administration’s proposal to stimulate
View from London
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
Prejudice and the Fourth Industrial Revolution
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
Saving America’s Public Pensions
US public pension schemes are increasingly facing funding gaps that will be difficult to close in today’s capital market environment.
Doubt is Good
Believing erroneously in certainty is perilous — investors should be wary of certainty’s close cousin, consensus thinking.
An Infrastructure Inoculation for America’s Recovery
In weighing the options for additional stimulus, President-elect Joe Biden’s $2 trillion infrastructure investment plan has much to recommend
Making Sense of the Nonsensical
The past week was marked by shocking images of violent protestors occupying the US Capitol, yet the horror barely registered in financial
Race and Government Aid
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
Five Cheers for 2021
After a year of death, despair, and deep uncertainty, there are glimmers of light on the horizon. Not only is responsible leadership returning
What Is Driving Asia’s Technological Rise?
Asia’s rapid emergence as a global technological leader over the last decade is a testament to the power of collaboration. And yet, in much
Investing in 2021: Willful Ignorance or Calculated Risk?
2020 has been a year of calculated risk. But periods of strong returns often spawn complacency and excessive confidence.
The Health of Nations
It is time to recognize that our material and physical well-being are inseparable and that we need to aspire to a health and wealth of all
Bartering Value
Much of the debate about the relationship between capitalism and democracy, economics and ethics, individual and community overlooks a very
How to Make Climate Pledges Stick
Following US President-elect Joe Biden’s victory and recent carbon-neutrality pledges from China, Japan, the European Union, and others,
Bull or Bear in 2021?
Though the COVID-19 pandemic continues to disrupt social and economic life around the world, it has yet to take the wind out of equity markets’
How and Why Social Media Should be Regulated
Regulating social media requires nuance and cannot be done in piecemeal fashion, or the unintended consequences will be worse than the problem.
Brexit Games
As the final weeks of 2020 wind down, investors should prepare themselves for the United Kingdom crashing out of the European Union in a hard
A Post-War Playbook for a Post-COVID Recovery
The pandemic’s impact on major economies has so far been four times worse than that of the 2008 global financial crisis, while entire sections