Investors should brace for a long ride on the Inflation Rollercoaster – Part 2
As we described in Part 1, investor concern over where the inflation rate might be heading has intensified. Google searches for...
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Investors should brace for a long ride on the Inflation Rollercoaster
This is the first of a two part analysis of where inflation might be heading. Confusion about where inflation is heading has rarely been...
A risible vaccine skirmish
The FT on Saturday accused Ursula von der Leyen of “sabre rattling”. I can report that within my WhatsApp group this rattling has brought...
Bitcoin might be attracting mainstream buyers, but green credentials will remain elusive.
Two of the major investment stories in early 2021 have been the sharp rise in the value of Bitcoin, and the continued investor demand for...
Mobilising Central Bank Foreign Exchange Reserves
Gary Smith and John Nugée 11 January 2021 As we leave 2020 with relief, and move forward into 2021, the world faces two unprecedented...
The US drift towards national distancing will have geopolitical consequences
Globalisation is in retreat. The Covid-19 pandemic has reduced trust between nations, and has triggered a desire to shorten supply...
Will the world be forever trapped in a loveless marriage with the US dollar?
Covid-19 represents an unexpected shock that could cause further US dollar decoupling that could show up in next week’s Cofer data release...
The fragile state of Globalisation
By Gary Smith After social distancing may come national distancing – and increased scrutiny of state-owned investors Globalisation is in...
A new measurement tool has been launched for SWFs, at a time of increased scrutiny
A landmark study of Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs) has just been published.[1] It looks at the Governance,...
Is the fallout from COVID-19 helping to nudge us towards a new world political order?
Authored by Juan Santiago and Gary Smith The response to the COVID-19 pandemic has been consistent around the world - most nations have...
Technology companies in the pandemic. Falling short when protecting us from fake science.
By Juan Santiago and Gary Smith Social media and new platforms for communication have both played an important role in our lives in...
Does the world economy face deflation, or rapidly faster inflation?
Written by Gary Smith Forecasts of where the inflation rate might go have rarely been as dispersed as they are today. The economic...
The Fading of America
By John Nugee of Laburnum Consulting It is human nature to look to the future, and even in the middle of the most all-consuming crises,...
The pandemic will not halt climate change. Only policy and commitment will work.
Gary Smith in London Greta Thunberg couldn’t do it, and neither could the Paris climate accord. But Covid-19 has led to a dramatic...
This is not the time for advanced economies to financially self-isolate.
By Juan Santiago and Gary Smith The COVID-19 pandemic is expected to hit emerging economies particularly hard. Higher density living...
Gold price volatility, asset class correlations, and Central Bank demand.
Why has the gold price been so volatile? Perhaps the answer is that as a liquid asset, gold may have been used to raise cash, not least...
Water is an increasingly rare resource, and might be a source of future international tension.
by Juan Santiago and Gary Smith. As summer looms over Manila, so do rotational water shortages. My friends in the U.K. find it difficult...
Will High Speed Rail be a positive for the UK's green agenda?
By Juan Santiago and Gary Smith British courts have ruled that a third runway expansion of Heathrow airport would be unlawful if it...
Just how green are electric cars?
To meet climate change goals the EU has adopted regulation that has promotes a shift to EV.
The speed with which ESG (and climate change, specifically) has shot up the agenda......
The speed with which ESG (and climate change, specifically) has shot up the agenda for institutional investors in 2019 is extraordinary....
