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Perspectives

  • Posted in category:
    • Investment
    Reading time: 1 minute

    Throughout history, public health crises have been observed to have immediate effects on inflation. A short while after this tends to be disinflationary. This report explores this theory.

  • Posted in category:
    • Investment
    Reading time: 3 minutes

    Last week, gold was once again in the headlines as its price exceeded US$2,000 for the first time.

    Have such heady valuations propelled the ‘barbarous relic’ to unrealistic heights? Has gold outlived its usefulness in portfolio construction?

  • Posted in category:
    • Investment
    Reading time: 1 minute

    Exploring potential ramifications of a negative interest rate scenario for UK LDI.

  • Margaret Heffernan
    Posted in category:
    • Sustainability
    Reading time: 5 minutes

    Climate change is ‘the most overpowering and tragic example of wilful blindness’, claims the successful American entrepreneur, author, management guru and TED speaker Margaret Heffernan. One of her books is entitled Wilful Blindness, which means turning a blind eye or burying your head in the sand.

  • Posted in category:
    • Investment
    Reading time: 2 minutes

    A video response to the Bank of England Monetary Policy Committee with a rather unremarkable update on their Monetary Policy plans.

  • Posted in category:
    • Investment
    Reading time: 1 minute

    We’ve been considering the multiple economic dilemmas presented by the onset of a new fiscal era, and the range of potential implications for investors.

  • Posted in category:
    • Sustainability
    Reading time: 5 minutes

    Neoclassical economic theories are no longer relevant. They are the reason why the earth’s resources have been depleted so as to jeopardise the future. They have created a world in which extreme poverty abounds and the rich just get richer. That’s the contention of English economist Kate Raworth, who champions a new economy mirroring nature, in which responsible ESG policies are the norm.