6 June 2021 Typically, investors must juggle numerous factors while making their global asset allocation decisions. In this regard, the next 12-18 months may be more straightforward. By now, no one doubts massive monetary and fiscal stimulus will produce a sharp, V-shaped 6% global recovery in 2021, with China and the USA leading the way [...]
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 [...]
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 [...]
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 [...]