12 May 2022 In my 2022 Strategy blog entitled "Avoiding Stagflation?" (published 1 December 2021), I suggested global financial market volatility was poised to rise, and equity and bond returns would be negative. On a relative basis, however, I made the case for an outperformance of European markets. Much has happened during the past six [...]
20 May 2021 In the next few weeks, I will consider the future of money. In particular, I will evaluate the evolution of Central Bank Digital Currencies (CBDC), as well as the potential role crypto-currencies may play in the future monetary system. Today, let's deal with the elephant in the room: Bitcoin! The world's largest [...]
10 September 2020 With Labour Day celebrations marking the unofficial end of summer, the US electoral race now will enter its final (and likely most brutal) phase. We do not need President Clinton's 1992 campaign strategist James Carville, who famously coined the phrase "it's the economy, stupid", to remind us of the role the economy [...]