Our readers will not need us to tell them that we live in a time of heightened uncertainty and tension. With wars in the Middle East and...

As we described in Part 1, investor concern over where the inflation rate might be heading has intensified. Google searches for...

This is the first of a two part analysis of where inflation might be heading. Confusion about where inflation is heading has rarely been...

The FT on Saturday accused Ursula von der Leyen of “sabre rattling”. I can report that within my WhatsApp group this rattling has brought...

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 Smith and John Nugée 11 January 2021 As we leave 2020 with relief, and move forward into 2021, the world faces two unprecedented...

Globalisation is in retreat.  The Covid-19 pandemic has reduced trust between nations, and has triggered a desire to shorten supply...

Covid-19 represents an unexpected shock that could cause further US dollar decoupling that could show up in next week’s Cofer data release...

By Gary Smith After social distancing may come national distancing – and increased scrutiny of state-owned investors Globalisation is in...

A landmark study of Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs) has just been published.[1] It looks at the Governance,...

Authored by Juan Santiago and Gary Smith The response to the COVID-19 pandemic has been consistent around the world - most nations have...

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

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

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,...

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...

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

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...

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...

By Juan Santiago and Gary Smith British courts have ruled that a third runway expansion of Heathrow airport would be unlawful if it...

To meet climate change goals the EU has adopted regulation that has promotes a shift to EV.