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.

King Dollar
Viewed from the outside, China and America now appear locked in a battle for global superpower status. This is a falsehood.
King Dollar
Viewed from the outside, China and America now appear locked in a battle for global superpower status. This is a falsehood.
The Climate Challenge
Recent disruption in London caused by the Extinction Rebellion Protests, an environmental movement focused on climate change, follows a 12 month period in which global warming has been in focus.  During this period, we have seen a greater incidence of extreme weather events, including wildfires and hurricanes.
The Risk Fallacy
It is commonly believed that you cannot have more reward without taking on more risk. Financial risk can be defined in two very different ways.
It’s Crony Capitalism, Stupid!
American millennials, it is said, are turning their backs on capitalism in favour of socialism. Be it socialism writ into the ‘green new deal’ we spoke about earlier in March, or espousing the conceit of modern monetary theory that we have also raised before. These ideas are predicated on the US Government taking over control of large swathes of supposed free markets, which has historically been an anathema to the United States, that sees itself as a bastion of free market capitalism.
The Green New Deal
Climate change has become a pop culture drumbeat. Something we have to do something about. Unfortunately, we do not know explicitly what to do, but Governments take more money from us to do something.
Worrying About Nothing?
In December, it appeared that the stock market falls would turn into a rout, and the US Government was shutdown thanks to arguments about Trump’s Border Wall. The drums started beating aggressively for those predicting an imminent recession in the US.