WELCOME TO SOVEREIGN FOCUS

By Juan Santiago and Gary Smith Social media and new platforms for communication have both played an important role in our lives in recent weeks. During the ...

Written by Gary Smith Forecasts of where the inflation rate might go have rarely been as dispersed as they are today. The economic consequences of the COVID-...

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, there is room to cons...

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 decline in greenhouse gas ...

By Juan Santiago and Gary Smith The COVID-19 pandemic is expected to hit emerging economies particularly hard. Higher density living conditions, national hea...

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 because it was one of...

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 to believe that Mani...

By Juan Santiago and Gary Smith British courts have ruled that a third runway expansion of Heathrow airport would be unlawful if it failed to take the UK’s P...

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 for institutional investors in 2019 is extraordinary. Based on what we hav...

Why 2 degrees Celsius will be more important than 2% CPI for Central Banks (part 2)

Central Banks have been a key driver of rise in the gold price this year.