Gary SmithOct 223 minThe 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 chain...
Gary SmithOct 15 min 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 releas...
Gary SmithJul 226 minThe fragile state of GlobalisationBy Gary Smith After social distancing may come national distancing – and increased scrutiny of state-owned investors Globalisation is in ...
Gary SmithJul 94 minA new measurement tool has been launched for SWFs, at a time of increased scrutinyA landmark study of Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs) has just been published.[1] It looks at the Governance,...
Juan SantiagoJun 303 minIs 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 d...
Juan SantiagoMay 254 minTechnology 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 recen...
Gary SmithMay 135 minDoes 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 conseq...
John NugeeApr 194 minThe Fading of AmericaBy 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, t...
Gary SmithApr 193 minThe 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 declin...
Juan SantiagoApr 142 min 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 cond...
Gary SmithApr 42 minGold 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 b...
Juan SantiagoMar 252 minWater 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 ...
Gary SmithMar 83 minWill 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 faile...
Gary SmithFeb 182 minJust how green are electric cars?To meet climate change goals the EU has adopted regulation that has promotes a shift to EV.
Gary SmithNov 4, 20191 minThe 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. ...
Gary SmithOct 21, 20192 minWhy 2 degrees Celsius will be more important than 2% CPI for Central Banks (part 2)Why 2 degrees Celsius will be more important than 2% CPI for Central Banks (part 2)
Gary SmithOct 12, 20192 minHas central bank buying of gold been part of a transition from dollars to RMB for FX reserves manageCentral Banks have been a key driver of rise in the gold price this year.
