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 Bull Case on Uranium

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

A note on Wicksell

Is the Fed behind the curve? (Part 2)

Is the Fed behind the curve? (Part 1)

Renewable Energy

Investing in Secondaries

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 … (Part 2)

The Link between Demographics, Inflation, Consumer Spending and Equity Returns

The Credit Impulse Explained

A Further Update on Oil

The Real Reasons Why GDP Growth Is Subdued and Will Remain So

Aviation cyclicality

The Implications of Risk On, Risk Off on Portfolio Construction

The Credit Impulse Weakens

Paradigm Shifts in Global Oil Markets

Consumer Brand Licensing

Natural Gas Dynamics

The Biggest Opportunity of a Lifetime?

Investment Rules: Don’t stick to your principles

Passively active risk

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)