PinnedInflation, Interest and InvestingManaging risk, picking stocks and preparing your portfolio for the most talked-about macro thematic.Jun 12, 2021Jun 12, 2021
PinnedA Discussion On Monetary LeversWhy access to credit rather than interest rates should be the primary tool of monetary policy.Sep 2, 2021Sep 2, 2021
The Half Year Economic ReviewThis time is different. How six underlying drivers are going to push the market over the second half of the year.Jun 19, 2022Jun 19, 2022
April: Running hot or running into recession?Business and investment strategies to prepare for volatile supply chains and rising interest rates.May 1, 2022May 1, 2022
March: Back to BusinessIn this months note let’s explore how commodities and inflation squeeze the consumer and how the return-to-office is a once in a lifetime…Mar 27, 2022Mar 27, 2022
February: Peak Internet, Earnings and Russia.This month features analysis on a shift in market attitudes to online companies and how conflict in a key region for global commodities…Feb 27, 2022Feb 27, 2022
January: Stock Selection, Wage Transparency & Financial CrimeThis month I investigate soft data and stock selection, the debate around wage transparency and the expected rise of financial scandals in…Jan 29, 2022Jan 29, 2022
Strategies for 2022The three themes every investor and manager needs to be aware of this yearJan 7, 2022Jan 7, 2022
The Stories Behind The EarningsDelving into the narratives of company earnings and what they mean for the economy.Sep 19, 20211Sep 19, 20211
