Investing in Natural Resources In a Changing World (Part II of V)
Investing in Natural Resources In a Changing World (Part I of V)
Credit Dislocation Opportunities in the Midst of the COVID-19 Crisis
The Emerging Opportunity in Shipping
Investing in Music Royalties
The Productivity Conundrum (Part II of IV)
TFP vis-à-vis Labour Productivity - why TFP is the best measure of productivity in the digital age
Beta vis-à-vis Correlation Coefficients - how the two measures differ
Is the Fed behind the curve? (Part 2)
Is the Fed behind the curve? (Part 1)
Slowing Global Trade - How it could affect a number of alternative strategies
Agriculture & Water Rights
A different approach to asset allocation - how to perform in a low return environment
A declining workforce and its impact on inflation
Why the next bull market in oil is not so straightforward
Thoughts on (dis)inflation
The Link between Demographics, Inflation, Consumer Spending and Equity Returns
The Credit Impulse Explained
The Real Reasons Why GDP Growth Is Subdued and Will Remain So
The Implications of Risk On, Risk Off on Portfolio Construction
The Credit Impulse Weakens
Paradigm Shifts in Global Oil Markets
The Biggest Opportunity of a Lifetime?
Investment Rules: Don’t stick to your principles
Why bother with profit to make money
Investment Rules: Pick your moments to be contrarian
Innovation ≠ Productivity
Gold: Hedge, safe-haven or just a malleable mineral?
Does demographics matter to long-term equity returns?
Regulatory Capital Relief
The Productivity Conundrum (Part I of IV)