The human cost of the Ebola outbreak in West Africa has been shocking but the risk this develops into a…
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The recent dramatic fall in the crude oil price poses the question: is this just a blip due to temporary…
We have been long equities for a very long time. We are now closing these long positions. The motivation is…
The productivity of labour matters to investors. If we are stuck with low GDP and productivity (GDP per worker) growth,…
There are six key positions that are our strongest convictions alongside our continued (but getting tired) long equity view. They…
Cheap money has encouraged listed corporates to shift business models away from capital investment to inflating earnings per share via…
As inflation rises global capital will be repriced. The process will start in the US, though the UK may be…
The odds are that global energy prices will not rise significantly over the next decade or so. The international agencies…
Global leverage has not decreased. It has risen. But while everyone is still focused on the major culprit — sovereign…
Increasing weather-related natural disasters are probably related to global warming. Even if they are not, governments and investors need to…
Artificial intelligence (AI) is no longer science fiction. AI will replace and improve on most, if not all, human productive…
Even if the West’s response to the Ukraine crisis looks toothless, the longer-term impact should not be underestimated. It will…
There are five key issues that need to be addressed for investment strategy. First, the rate of global economic growth…
Without immigration of skilled labour Germany’s economy will shrink 4.5% in the next two decades and social security payments will…
Investors are right to wonder whether a stagnating economy with price deflation, such as Japan experienced in the 1990s onwards,…
Growth in the global economy will initially be quite powerful over the first half of 2014, driven by the US,…
