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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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A “monetarist” perspective on current equity markets - July 2021

Monetary trends continue to suggest a slowdown in global industrial momentum in H2 2021, with a rising probability that weakness will be sustained into H1 2022 – contrary to the prior central view here that near-term cooling would represent a pause in a medium-term economic upswing.

Simon Ward, Economic Adviser
Janus Henderson Investors, Global Perspectives, July 2021

Optimal Bailouts in Banking and Sovereign Crises

"Even though bailouts mitigate the adverse effects of banking crises, we find that the economy is ex ante better off without bailouts: the ‘diabolic loop’ they create is too costly."

Sewon Hur, César Sosa-Padilla and Zeynep Yom
Federal Reserve Bank of Dallas, Globalization Institute Working Paper 406, January 2021

"In a world with only passive investors, capital would only flow into large companies and not necessarily into good, promising, or efficient companies. Even in a centrally planned economy, capital is likely to be distributed more efficiently.

Fortunately, this state has not yet been reached."

Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset
Berenberg Markets, Focus, 05 May 2021

The Eurozone Faces an Inflation Roller Coaster

Price rises will likely slow next year—before picking up again.

Tomasz Wieladek, International Economist
T. Rowe Price,  June 2021

The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  Monthly Cross Asset, Thematic, July 2, 2021

In brands we trust

Direct-to-consumer, data and the behavioural economy

AIQ Editorial Team
Aviva Investors,  7 July 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