16 March 2021 In the past week, the Biden Adminstration passed its historic American Rescue Plan (ARP) and UK Chancellor Rishi Sunak unveiled his budgetary program for the coming years. The message from both is clear, the immediate priority is to provide Covid-related relief to household and businesses. Concerns about rising public sector debt would … Continue reading Global Fiscal Policy: Keep the Pedal to the Metal
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 … Continue reading Strategy 2021: V(accine)-Shaped Recovery?
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 … Continue reading Climate Change: Who’s Preparing, Who’s Not
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 … Continue reading Covid-19 Strategy: Sifting Through the Rubble