Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation.  View from the very top: buckle up for the ride in H2. If the price action across all asset classes was not bruising enough […]

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation.   View from the very top: recessions are inevitable. They can also be good things, if they purge certain areas of the economy from excesses. […]

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation.   View from the very top: the Fed is set to tighten until something breaks; either the economy or markets, or even both. Supply side […]

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Executive summary: Forget traditional financial institutions; put users in control instead. This is the promise offered by advocates of decentralised finance. Think of DeFi […]

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. There is no turning back. Just as the coronavirus pandemic resulted in significant and enduring changes to the ways in which we live, so […]

Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. Executive summary: Over a third of the world’s population currently lives under some form of water stress. This figure is only likely to rise […]