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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 work of destruction is quick, easy and exhilarating; the work of creation slow, laborious and dull."

Sir Roger Scruton
Remarks - Europe at a Crossroads: The Virtue of Nationalism Conference, May 13, 2019

We’re Fighting Deflation, Not Causing Inflation… Yet

"While sweeping policy response is probably better considering the scope of the current crisis, it’s fair to wonder about the longer-term implications of these extreme and unconventional measures."

Brian L. Giuliano, CFA, Vice President, Portfolio Management
Brandywine Global, Around the Curve, June 1 2020

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

Compare and contrast: COVID-19 and the Global Financial Crisis

Is there a lesson to be drawn from history? No two crises are the same but useful insights can be gleaned from comparisons, as Jerome Nunan explains.

Jerome Nunan, Investment Director, Multi-Asset
Aviva Investors,  28 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
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