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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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''In sum, we have found surprisingly little evidence to support the classical view that rising debt levels systematically drive higher inflation.''

Excerpt

Nathan Sheets, PhD, Chief Economist, Head of Global Macroeconomic Research; George Jiranek, Associate, Global Macroeconomic Research
PGIM Fixed Income, Perspectives, Is Higher Global Inflation Around the Corner? September 2020

Trends investing: finding the winners among skewed equity returns

A tiny proportion of stocks account for most of the market’s returns. This makes it vital to embrace trends when investing, say portfolio manager Steef Bergakker and trends analyst Sam Brasser.

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, 5-Year Outlook, 19.10.2020

Tech, Tech…Boom!

"The outperformance of the US stock market relative to the rest of the world, and of technology stocks within that, has been a headache for active managers for a number of years now."

Stuart Canning
M&G Investments, Episode, 10 September 2020

Pricing power is the magic ingredient for equity investors

Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors, 27 November 2020

Cross Asset Investment Strategy

A note of caution for the back-to-school season

Amundi Asset Management,  September 2020

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

Arif Husain, Head of International Fixed Income
T. Rowe Price,  September 2020
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Lobnek Wealth Management, December 2020
Peter Ahluwalia, Chief Investment Officer
Swisspartners AG,  partners’ view, November 2020
François Savary, Chief Investment Officer
Prime Partners SA,  November 2020

Hammond: "There is still so much of the world we haven’t been to."

Clarkson: "So many people I haven’t insulted!"

Richard Hammond, Jeremy Clarkson
Jeremy Clarkson's emotional goodbye - Last Episode of The Grand Tour 2019

The situation seems here to be that, before we can explain why people commit mistakes, we must first explain why they should ever be right."

Friedrich August von Hayek, Economics and Knowledge, 1936
Individualism and Economic Order

Safety can be fatal."

Thomas Sowell
The Vision of the Anointed: Self-congratulation as a Basis for Social Policy, 1996