Interest Rates and Risk Assets

You’ll never find a rainbow if you’re looking down. Charlie Chaplin Last month marked the one-year anniversary of the start of the new equity bull market. It also marked what…

Comments Off on Interest Rates and Risk Assets

The Economics of post-crisis Recoveries

The Oxford University Business Economics Programme has produced a series of lectures on the Economics of Post-Crisis Recoveries that we are proud to be sponsoring. We had an opportunity to…

Comments Off on The Economics of post-crisis Recoveries

Investment themes and opportunities 2021

As we start the year, we would like to share some of our expectations for markets, industries and the companies we invest in. Our World Stars Global Equity strategy finished the…

Comments Off on Investment themes and opportunities 2021

Regulation, politics and big tech

Much of the social, economic and political development of the modern period is driven by technology, innovation and disruption. Steam power, combustion, electricity, telephony, computing; and today, digital transformation has…

Comments Off on Regulation, politics and big tech

The race for COVID-19 vaccines

Scientists across the world are working around the clock to develop vaccines against SARS-CoV-2, the virus which is responsible for the COVID-19 global pandemic.  Although therapies such as Gilead’s newly…

Comments Off on The race for COVID-19 vaccines

Risk, resilience and income opportunity

Every month that passes by brings more visibility on the economic impact of the Covid-19 virus past, present and future.Reported economic and corporate data highlights the extent of the damage…

Comments Off on Risk, resilience and income opportunity

End of content

No more pages to load

Close Menu