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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 Complicated Reality of Those Inflation-and-Stock-Return Analyses

We crunched a lot—and we mean a lot—of numbers on inflation and stocks.

Editorial Staff
Fisher Investments, 1 June 2021

Bonds Didn’t Get The Inflation Memo

"And in the end, while most economists fret about deflation, it is after weak dollar periods we are most vulnerable."

Joseph Callhoun
Alhambra Investments, Weekly Market Pulse: Bonds Didn’t Get The Inflation Memo, May 16, 2021

Reinventing the Greatest Generation

In Search of the GI & Infrastructure Bills of Tomorrow

Danielle Dimartino Booth, CEO & Chief Strategist
Quill Intelligence, April 21, 2021

The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  May 4, 2021

Income: A dangerous love affair

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

Francois de Bruin Fund Manager, Sustainable Income & Growth and Head of Listed Real Estate
Aviva Investors,  11 May 2021

Five Forces in International Equities Investors May Be Underestimating

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond.

Justin Thomson CIO and Head of International Equities
T. Rowe Price,  April 2021
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

''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