13 November 2020 Three cheers for the world's scientific community! The recent announcement that an effective vaccine may be on the way is a very welcomed, early Christmas present at the end of a tough year. Of course, there are numerous medical questions and logistical challenges that still must be solved. But, along with everyone [...]
Tag: bonds
Climate Change: Who’s Preparing, Who’s Not
28 June 2020 The expansion of ESG investing indicates that some fund managers are beginning to give additional attention to environmental, social and governance factors in the selection of company investments. Furthermore, they are using their financial clout to encourage corporate decision-makers to prioritise climate change in their business strategies. Unfortunately, however, ESG remains a [...]
Covid-19 Strategy: Sifting Through the Rubble
1 April 2020 The investor in the photgraph above can almost be forgiven for putting his head in his hands -- a lapse of proper hygiene. The first quater of 2020 tested the nerve of even the most hardened market professionals. Following the recent equity market bounce, the commencement of Q2 2020 and the US [...]
Global Strategy Podcast: 2020 Vision
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 [...]