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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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The Consequences Of “Worthless Cash''

In the second quarter of this year, global equity markets registered their best quarterly performance in two decades. What was behind this record-breaking rebound? A number of explanations appeared possible.

Louis-Vincent Gave
Evergreen GaveKal, July 31, 2020

What has driven stock market returns and what could drive them in the future?

Increasing valuations have been the main driver of stock market returns since Covid-19, but when we look over the past five years, we find a different set of drivers.

Sean Markowicz, Strategist, Research and Analytics
Schroders, 24 July 2020

In a sense, the Fed’s great balance sheet expansion “worked because it didn’t work”

Excerpt

Dr. Mickey D. Levy, Chief Economist US, Americas and Asia, member of the Shadow Open Market Committee.
Berenberg Capital Markets, Economics, Macro News, “The Fed’s Aggressive Response to the Crisis: What’s Next?”, 23 July 2020

LIBOR Is Changing: Five Important Updates

T. Rowe Price’s working group explains the LIBOR transition.

Jeff DeVack, Mike McGonigle, Predrag Rogic, Doug Spratley
T. Rowe Price,  July 2020

Inflation hawks: crying wolf

Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.

AIQ Editorial Team
Aviva Investors,  21 July 2020

Positive Signs for Japan’s Post‐Coronavirus Outlook

The pandemic is fast-tracking change in corporate Japan.

Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy
T. Rowe Price,  June 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
LOBNEK Wealth Management, August 2020
Dejan Ristic, Asset Management
Clarus Capital, 31. July 2020
Peter Ahluwalia, Chief Investment Officer
swisspartners AG, partners’ view, May 2020

There is nothing like getting your ass kicked to get things into perspective!”

Jay Leno
Joe Rogan Experience #692 - Jay Leno, September 3, 2015

I am not what I am."

William Shakespeare, Othello, Act 1, scene 1, believed to have been written in 1603.

Iago confessing to Roderigo that he despises Othello for overlooking him, and rewarding the inexperienced Cassio with the title of lieutenant.
To get revenge, Iago’s deceptive nature creates a false sense of reality that will lead to Othello’s demise, and eventually to his own.

...in the present state of things in England, the people who do most harm are the people who try to do most good."

Oscar Wilde
The Soul of Man Under Socialism, 1891