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Editorial Staff
Fisher Investments MarketMinder, March 31 2020
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Stephen Springham
Knight Frank, The Doomsday of All Scenarios? COVID-19 Market Update, 30/03/2020
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Mike Cummings
Yale News, September 22, 2015
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Walks a bit like a ‘v’, talks a bit like a ‘v’ but this is not a ‘v’.

Germany’s most prominent leading indicator just staged a strong comeback but the route to normalcy remains long.

Carsten Brzeski, Chief Economist, Eurozone and Global Head of Macro
ING, Snap, Germany: This is not a ‘v’, 25 May 2020

The quantity theory of wealth, continued

Simon Ward, Economic Adviser
Janus Henderson Investors, May 2020

The quantity theory of wealth

G7 annual broad money growth is the highest since the 1970s. The consensus argues that this will not be reflected in strong nominal GDP growth and / or rising asset prices because of a faster fall in the velocity of circulation, which has been in trend decline for 50+ years.

Simon Ward, Economic Adviser
Janus Henderson Investors, May 2020

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam.

Alan Tu, Portfolio Manager
T. Rowe Price,  May 2020

Growth vs Value Style in European Equities: Whiplash!

Since the Global Financial Crisis, Growth equities have significantly outperformed Value equities in Europe. The Value style has suffered from low and falling interest rates. But it was not a straight line!

Geoffroy Goenen, Head of Fundamental European Equity
Candriam,  15 May 2020

No Normal Cycle, No Normal Recession

The short‐ and longer‐term implications of the coronavirus on global equities.

Laurence Taylor, Portfolio Specialist
T. Rowe Price,  May 2020
Nathan Pavlik, David Finn
Willis Towers Watson, January 27, 2020
Willis Towers Watson and secondary sources
Global Pension Assets Study 2019
Willis Towers Watson and secondary sources
Global Pension Assets Study 2019

KC-10 “Hey Sir, how are you doing?”

F-15 “Great, kind of boring out there.”

KC-10 “Oooh man, I thought you would have some exciting news for me!”

F-15 “No, all quiet on the Western Front.”

Small Talk During Mid-air Refuelling: KC-10 Refuels F-15 Eagles
MiliSource, April 23, 2018

…It’s almost like people really wanted a panic…”

Elon Musk on the Covid-19 situation
Joe Rogan Experience #1470, May 7, 2020

It was all very well to say "Drink me," but the wise little Alice was not going to do that in a hurry. "No, I’ll look first," she said, "and see whether it’s marked “poison” or not."

Lewis Carroll, Author