Globalisation: Linking Immigration and Education

5 September 2019 Concerns about the impact of immigration was a major factor in the United Kingdom's Brexit decision. Likewise, the issue will surely feature in upcoming US Presidential campaigns. To be sure, it is an emotive topic: raising issues of cultural identity, public finances, and the impact on local labour markets. The large-scale international [...]

Avoiding the Potholes Ahead

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 [...]