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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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Stagflation: More Than A Short-Term Risk

For once, let us propose a medium-term economic perspective, an attitude quite contrary to the genes of Gavekal-IS which focus on measuring situations rather than forecasting, but paradoxes have never killed anyone.

Didier Darcet
Gavekal-IS, Publication Nr 126, Risk Measurement, October 15, 2021

Part 2: What to do in the case of sustained inflation

We have a relatively sanguine view on the likelihood of inflation becoming ingrained in the much as it pains us to agree with the Fed). However, the dark arts of macroeconomics are notoriously tricky, and we have often talked of the need to build robust (as opposed to optimal) portfolios – effectively, portfolios that can withstand multiple outcomes.

James Montier and Philip Pilkington
GMO, White Papers, 21 September 2021

Is Tapering Tightening? Or Is Tapering Less Easing?

As central banks pare back their asset purchases, the process will have the effect of slowing the decline in the stock of bonds that the private sector needs to hold relative to when the central bank was buying bonds more aggressively.

BCA Research, Chart Of The Week, September 17, 2021

Real estate market update: a sector reborn

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.

Michael Gobitschek, Portfolio Manager
Skagen, 23 September 2021

Why There’s More to China than Just Big Tech

Mainstream indices are a poor reference point for investors in China

Irmak Surenkok, Portfolio Specialist; Robert Secker, Portfolio Specialist
T. Rowe Price,  September 2021

Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

Valérie Letort
Amundi Asset Management,  September 8, 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2021

''It's a machine that encourages hospitality; you want to make way more espressos than you can drink.''

James Hoffmann
Review: The Olympia Cremia, May 12, 2020

“Never let the truth get in the way of a good story.”

Quote often attributed to Samuel Langhorne Clemens (1835 - 1910),
also known as Mark Twain, an American writer, humorist, entrepreneur, publisher, and lecturer

"That’s how I started, I began at the top. And I have been working my way down ever since."

Orson Welles
F for Fake, 1973