China

A quartet crossing Continents’

Toscafund Asset Management

De-globalisation is reshaping our world

Christopher Joye

Coolabah Capital Investments

Deglobalisation and decoupling are upon us with consequences for portfolio construction...

Christopher Joye

Coolabah Capital Investments

Cold War 2.0

Christopher Joye

Coolabah Capital Investments

The unspoken rules of Wall Street’s best hedge funds

Livewire Markets

China’s choice: prosperity or regression

Christopher Joye

Coolabah Capital Investments

New Complexity Premia podcast episode on COVID-19, EU disintegration, US-China conflicts, and hunting housing bears...

Christopher Joye

Coolabah Capital Investments

There are no monetarists in foxholes

Morphic Asset Management

Why the worst is behind China

Mirae Asset Global Investments (HK) Limited

Welcome to The Great Depression 2.0

David Llewellyn-Smith

Nucleus Wealth