Gary SmithApr 34 minInvestors should brace for a long ride on the Inflation Rollercoaster – Part 2As we described in Part 1, investor concern over where the inflation rate might be heading has intensified. Google searches for...
Gary SmithMar 257 minInvestors should brace for a long ride on the Inflation RollercoasterThis is the first of a two part analysis of where inflation might be heading. Confusion about where inflation is heading has rarely been...
Gary SmithMar 242 minA 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...
Gary SmithFeb 235 minBitcoin 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...
Gary SmithJan 97 minMobilising Central Bank Foreign Exchange ReservesGary Smith and John Nugée 11 January 2021 As we leave 2020 with relief, and move forward into 2021, the world faces two unprecedented...
Gary SmithOct 22, 20203 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...
Gary SmithOct 1, 20205 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 release...
Gary SmithJul 22, 20206 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 9, 20204 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 30, 20203 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...
Juan SantiagoMay 25, 20204 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...
Gary SmithMay 13, 20205 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...
John NugeeApr 19, 20204 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,...
Gary SmithApr 19, 20203 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...
Juan SantiagoApr 14, 20202 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...
Gary SmithApr 4, 20202 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...
Juan SantiagoMar 25, 20202 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 8, 20203 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...
Gary SmithFeb 18, 20202 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....
