3 June 2020 In my last blog Post-Covid: Crucial Decade for Climate Change, I suggested that in the post-Covid period, Climate Change would reassert itself as the most important macro-issue. And, if the world is to have any chance of attaining the objectives of the Paris Climate Accord, dramatic reductions in the level of carbon [...]
For enthusiasts of multi-media platforms, please enjoy this podcast on Global Strategy: 2020 Vision. I encourage you to read the blog of the same name found on my website. Also, look at individual reports on several of the key issues outlined on the podcast. These can be found by clicking the Archive or Regional tabs [...]
11 November 2019 Easy monetary conditions have fueled the global equity index to an all-time high. Looking forward, key market risks centre on the likelihood of a 2020 global recession, the possibilty of a trade deal between the United States and China, and political risks, especially as US and UK voters go to the polls. [...]
30 September 2018 Brazil will go to the polls next weekend in perhaps the most wide-open, consequential election in its history. I will leave it to more clever pundits to predict the outcome (especially after Brexit and the US election results!). Rather, following recent volatility in emerging markets, I will outline the challenges the next [...]