Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Is That All There Is?
Outside of the United States, the major economies of the World have not enjoyed a strong 2019 to-date.  In Europe and Japan in particular, economic growth has begun to slow and this has led to a monetary response from the European Central Bank and expectations the Bank of Japan will respond next.
Is That All There Is?
Outside of the United States, the major economies of the World have not enjoyed a strong 2019 to-date.  In Europe and Japan in particular, economic growth has begun to slow and this has led to a monetary response from the European Central Bank and expectations the Bank of Japan will respond next.
Hush Now!
August lived up to its reputation as the most volatile month in the investment calendar.
From Hero To Zero
As Central Banks the World over commence another period of activist monetary policy, we appear to be moving back towards a World of ZIRP and NIRP.  Respectfully, these are Zero Interest Rate and Negative Interest Rate Policies.
2019 Mid-Year Appraisal
These are not times for complacency, nor fear, but instead careful assessment of the investment backdrop and how it is likely to evolve in the months ahead, with an ongoing focus on long-term strategic objectives.
Money for Nothing
What is the true cost of cheap money? Maybe the answer is wasted spending, or in economic speak, ‘misallocated capital’. This is where money is borrowed and spent on projects and ideas that otherwise would not pass the smell test when interest rates are considerably higher than they reside now.
King Dollar
Viewed from the outside, China and America now appear locked in a battle for global superpower status. This is a falsehood.