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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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Waiting for the Last Dance

The Hazards of Asset Allocation in a Late-Stage Major Bubble

Jeremy Grantham
GMO, Viewpoints, 05 January 2021

“Social Justice”

Has to Be a Compromise between Equality and Freedom.

Charles Gave
Gavekal-IS, Publication Nr 84, Risk Measurement, December 17, 2020

Ratings Agencies Meet Realism in 2020

People are starting to notice that credit ratings are mostly symbolic.

Editorial Staff
Fisher Investments, 16 December 2020

United States: The Power of Executive Orders

"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."

Didier Borowski, Head of Global Views
Amundi Asset Management,  January 2021

Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

Yoram Lustig, Head of Multi‐Asset Solutions, EMEA; Michael Walsh, Solutions Strategist, EMEA
T. Rowe Price,  December 2020

Pricing power is the magic ingredient for equity investors

Evidence that a company wields pricing power in its industry is the best indication of a sustainable competitive advantage, argues Giles Parkinson.

Giles Parkinson, Portfolio Manager
Aviva Investors, 27 November 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
Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
François Savary, Chief Investment Officer
Prime Partners SA,  December 2020
Lobnek Wealth Management, December 2020
Peter Ahluwalia, Chief Investment Officer
Swisspartners AG,  partners’ view, November 2020

"Why the heck did history decide to stop repeating just when I needed it???"

Scott Adams
Loserthink: How Untrained Brains Are Ruining America, November 2019

“Nothing is so permanent as a temporary government program.”

Milton Friedman
Tyranny of the Status Quo, San Diego, CA: Harcourt Brace Jovanovich (1980) p. 115

Hammond: "There is still so much of the world we haven’t been to."

Clarkson: "So many people I haven’t insulted!"

Richard Hammond, Jeremy Clarkson
Jeremy Clarkson's emotional goodbye - Last Episode of The Grand Tour 2019