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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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Equities in a Society of Control, Part I

What was the difference between pre-Napoleonic and post-Napoleonic European societies? The French philosopher Michel Foucault once described the former as ‘Sovereign’ and the latter as ‘Disciplinary’.

Didier Darcet
Gavekal Intelligence Software, The Quant Corner, July 3, 2020

Stocks and the Matthew effect

“The rich get richer and the poor get poorer.” This famous adage has its roots in a biblical verse in the Gospel according to Matthew 25:29: “For to everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away .”

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, Graph of the Week, 03 July 2020

Summer Rec

While spending on services is still stuck in the grip of COVID-19, goods-related spending is fast-approaching full recovery. Recreation-related spending is more than 10% above its pre-recession peak.

Tim Quinlan, Senior Economist; Shannon Seery, Economist
Wells Fargo Securities, Economics Group, July 01, 2020

The CX Factor

Amid the coronavirus lockdown, asset managers are finding new ways to communicate with their clients remotely. The industry has much to learn from tech and e-commerce companies that deliver top-class client experience from a distance.

Aviva Investors,  30 June 2020

Cross Asset Investment Strategy

The Bumpy Road to a “Day After” Renaissance

Amundi Asset Management,  July-August 2020

Managing to the Other Side

Four themes driving our Midyear Market Outlook.

Robert W. Sharps, Head of Investments; Justin Thomson, Chief Investment Officer, International Equities; Mark J. Vaselkiv, Chief Investment Officer, F
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

...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

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