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
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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.
Capitalism We Can Believe In
President-elect Joe Biden’s call to “build back better” after the pandemic is an invitation to renovate America’s outdated neoliberal
Doubt is Good
Believing erroneously in certainty is perilous — investors should be wary of certainty’s close cousin, consensus thinking.
Now is the Time to Cry
It is time for each of us to shake off any moral fatigue that we feel and fight for democracy through civic engagement and discourse.
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
Small Moves In Bond Markets Mean Big Things
The recent uptick in bond yields bears watching, for the implications could be far-reaching for markets, economies and politics.
The Truth About Trump’s Mob
The storming of the US Capitol by predominantly white supporters of President Donald Trump was in keeping with a long tradition of mob violence
The Great American Nerd-Out
Those who wreaked havoc on the U.S. Capitol were untrained in the core skills needed to be citizens of a democracy. It is time for a national
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
Ten Hours that Shook America
The storming of the US Capitol by Donald Trump’s supporters in a last-ditch effort to overturn the result of the 2020 election was as
Long-Term Visibility
Humanity faces critical decisions in the 2020s. The coronavirus was a warning shot about our misalignment with nature – a prelude, perhaps,
The Sino-American Race to Zero
If China and the US – the world’s two largest emitters of carbon dioxide emitters – reach net-zero emissions by mid-century, everyone
Is Good News Bad News?
The key risk to the markets in the year ahead is mistaking good outcomes for good news — the outcomes we all fervently hope to see are,
How Biden Can Restore Multilateralism Unilaterally
After four years of the Trump administration undermining global governance arrangements, President-elect Joe Biden will certainly have his
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’