economic insights

Weekly Update | 1st September 2023

I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...

Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first few weeks of the...

Global markets have started 2021 with the same enthusiasm for the global reflation trade that has been driving markets since November of last year. We too are focusing...

Through the pandemic, global fiscal support packages have gone a long way towards helping to offset the decline in corporate and household income. In the U.S., where...

The past few weeks have certainly seen their fair share of troubling headlines. From the waves of civil unrest gripping the United States and U.S. / China tensions...

In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...

Central banks (including ours) are faced with two choices: “rescue” the world from its economic slowdown; or stand aside and let the inevitable correction take place. ...

Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...