War on Inflation Awakens the Bear
Aug 2022 Issue
In This Issue: In Spring 2020, the global economy entered the deepest recession since the Great Depression. Fortunately, it also turned out to be the shortest recession on record – lasting barely two months. Powered by a limitless level of stimulus from governments and central banks, the global economy roared…
Read moreThe Return of the Old World Order
Aug 2022 Issue
In This Issue: War in Europe & the old world order Conflict brings energy security to center stage Economic growth forecasts lowered Evolving perspectives on ESG Investing As the COVID pandemic peaked and the world started to transition back to some semblance of its pre-pandemic characteristics, it is clear that normal…
Read moreInflation Fueling Markets’ Anxiety
Feb 2022 Issue
In This Issue: Interest rates set to rise Investor anxiety is rising Markets undergoing a repricing History shows worries might be misplaced For over 40 years, interest rates have been falling across the world. However, the path of interest rates has not followed a smooth path downward. To those with…
Read moreInflation: Still Not That ’70s Show
Oct 2021 Issue
In This Issue: Supply chain issues hitting the economy Inflation concerns rise Energy prices throwing a curveball All eyes are on the central banks The emergence of the global economy from the pandemic induced lockdown last year has brought about more than a few curveballs. The turbocharged economic growth rate…
Read moreSupply, Demand and the Exaggerated Demise of Oil
Aug 2021 Issue
In This Issue: JP Morgan analyst: policies are reducing fossil fuel energy capacity faster than demand can switch to renewables Oil supply must rise to balance steady demand EVs face challenges from infrastructure and copper supply In response to reports of his passing in 1897, the great American author, Mark…
Read moreEconomic Blue Skies & Awakening Inflation
May 2021 Issue
In This Issue: Global economic growth gathering momentum Vaccines have strengthened the economic recovery Nations facing different paths out of the downturn due to differences in vaccination rates Inflation is going to be a hurdle for the economy The global economy has come roaring back faster and further than the…
Read moreInflation Starting to Stir
Feb 2021 Issue
In This Issue: Vaccination rates are the key to maintaining economic momentum Government support payments have helped create a surge in household savings Pent –up consumer demand could create inflationary pressures Global supply chains leading to production challenges for some industries COVID-19 has had the world in its grip for…
Read moreLessons From Market History: Price Does Matter
Feb 2021 Issue
In This Issue: Looking at the premium of US technology stocks Drawing lessons from market history Great companies do not always make great investments The price you pay for an investment matters With nearly 10 months of experiencing the duress of COVID-19, the global economy continues to adjust and adapt…
Read moreTaking Stock of the Economy’s Recovery
Jul 2020 Issue
In this issue: Measuring the economic rebound Fears of a second wave Global efforts underway for a COVID-19 vaccine Global governments continue to support their economies with stimulus Any economic downturn is a challenge even under the most normal of circumstances. But throw a global pandemic into the mix and…
Read moreCOVID-19: Paving an Uneven Path to Recovery
Apr 2020 Issue
In this issue Global economy gripped in a historic downturn World’s first “forced recession” Turning the corner and “flattening the curve” Governments have gone “all in” with efforts to stabilize the economy Equity markets are trying to price in the extent of the ultimate decline in corporate profits As 175…
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