Serious investment thinking that doesn’t take itself too seriously.
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my friends and business associates as one of the hardest of their lives. Even supposedly after COVID (although of course we are...
In the climate crisis, there is a big bloody great elephant in the room: our homes. residential housing contributes 20% of the UK’s CO2e, yet what is being done to tackle...
Rising interest rates are of concern for global economists and practitioners, as an increasing level of government bonds have been employed throughout the world during the Covid...
On 4 June 1989, an estimated one million peaceful protestors in China were met with machine gun fire and tank columns in what would be known forever as the Tiananmen Square...
As a once-devout environmentalist, I have a T-shirt with a slogan heavily used by activists. Often credited to the Abenaki Alanis Obomsawin, it speaks directly to our...
Covid-19 is not over yet. New variants; second, third and fourth waves; and the logistical challenges of vaccinating 7.8b people around the world means that ‘post-COVID’ is...
Following the crash of 2008/2009 the S&P 500 went on a record-breaking run, gaining around 400% over 11 years before peaking in early 2020. It then suffered a record-breaking...
The UK economy: an ever-changing picture of work in progress, part three. In what follows I wish to make the case that persistent unemployment is not some inevitability whenever...
China is close to launching nine infrastructure REITs to finance national infrastructure projects (eg, industrial parks, warehouses, tollways, sewage plants) for the first time,...
I’m a heretic in a world where environmentalism is a leading religion. I think it’s OK to use a lot of paper and I generally ignore the little exhortation at the bottom of so...