26 May 2020 The climate debate has fallen from the headlines: collateral damage of the Coronavirus outbreak. The focus on the Covid-19 pandemic, of course, is understandable. However, the need for urgent action aimed at achieving the carbon dioxide emmission reduction goals established in Paris in 2015 has not gone away. Indeed, there lessons from … Continue reading Post Covid: Crucial Decade for Climate Change
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. … Continue reading Global Strategy: 2020 Vision
12 July 2019 Global equity markets are at (or approaching) all-time highs. What's not to like? In particular, the US market has been buoyed by the Sino-US trade truce achieved at the Tokyo G20 meeting, the prospect of Federal Reserve interest rate cuts, and solid employment gains. Indeed, our year-end 2019 S&P 500 target of … Continue reading Avoiding the Potholes Ahead
18 May 2018 Despite frenetic diplomatic efforts, including the evident bonhomie between Presidents Macron and Trump, the United States has withdrawn from the Iran Nuclear Deal (JCPOA). The world awaits details of America's new approach to confronting Iran's nuclear ambitions and its aggressive regional political behaviour. The Trump Administration has announced already its intention to … Continue reading Iran Sanctions: JCPOA RIP?