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Exploring Market Characteristics, Participants, Behavioural Biases, Correlations and Causations, Predictions, Gloom and Doom, Tipping points, Misperceptions, Noise, Risk and Returns, Uncertainty, Volatility, Cycles, Assumptions and more...

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The quantity theory of wealth, continued

Simon Ward, Economic Adviser
Janus Henderson Investors, May 2020

The quantity theory of wealth

G7 annual broad money growth is the highest since the 1970s. The consensus argues that this will not be reflected in strong nominal GDP growth and / or rising asset prices because of a faster fall in the velocity of circulation, which has been in trend decline for 50+ years.

Simon Ward, Economic Adviser
Janus Henderson Investors, May 2020

What next for global real estate?

Excerpt

Michael Gobitschek, Portfolio Manager
Skagen Funds, 12 May 2020

Now, Zoom is worth more than the top seven airlines combined.

Iman Gosh
Visual Capitalist, May 15, 2020

Stocks and Unemployment’s Relationship Hasn’t Changed

Our thoughts on a novel way some news coverage has displayed unemployment.

Editorial Staff
Fisher Investments MarketMinder, May 11 2020

Weak vs strong balance sheets

Balance sheet strength matters now more than ever

Kasper Elmgreen, Head of Equities
Amundi Asset Management, Cross Asset Investment Strategy, May 2020

Living in the future: Are equity markets at odds with the economics?

With lockdown continuing and the tone of news flow deteriorating, it can be hard to reconcile the recent bounce in equity markets with how we may feel personally.

Stuart Canning
M&G Investments, Episode, 1 May 2020

Bear Market Rallies - A Historical Context

There have been five major bear markets in the S&P since the Depression, with each one experiencing rallies along the way that turned out to be false dawns.

Variant Perception Research, April 30th 2020

Change in Investors' Risk Appetite and Use of Social Media

Michael Howell
CrossBorder Capital, March 2020

COVID-19: The Power of NIMBY

Whatever the Western world’s reaction may be, ‘NIMBY’ discrimination might be changing sides. Will the Chinese now scrutinize and fear the rest of the world?

Didier Darcet
Gavekal Intelligence Software, The Quant Corner, March 2020
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