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06/12/17
Global
Globalisation – the cracking sound?

Globalisation has been under assault. The loss of blue collar jobs has provided a captive audience for the anti-trade narrative…

28/11/17
Europe
Germany – pit and the pendulum

The evolution of German coalition discussions leaves us more optimistic on a pro-European outcome. While we don’t expect an immediate…

21/11/17
Global
Blockchain – a very ordinary revolution

While the mania for bitcoin continues unabated, it’s the technology underpinning this innovation — blockchain — that is the real…

Global: Globalisation – the cracking sound?

Globalisation has been under assault. The loss of blue collar jobs has provided a captive audience for the anti-trade narrative of the populists. It has delivered anti-globalists to the White House and helped facilitate Brexit. But globalisation’s demise is being prematurely declared. Indeed, much of the slowdown in global trade can be attributed to the financial crisis and its aftermath. Now with the recovery, trade activity is on a fairly powerful upswing.

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Europe: Germany – pit and the pendulum

The evolution of German coalition discussions leaves us more optimistic on a pro-European outcome. While we don’t expect an immediate surge in the euro, we are adding back long positions versus the dollar and sterling. We maintain our eurozone bond shorts and long equity positions.

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Global: Blockchain – a very ordinary revolution

While the mania for bitcoin continues unabated, it’s the technology underpinning this innovation — blockchain — that is the real revolution. Blockchain has the power to disrupt at every level of economic activity. It will help increase productivity and boost innovation and creativity. There are many sectors where blockchains will add value by reducing costs more than prices. More directly, investing in the blockchain start-ups driving this change is not impossible.

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