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.

The State of Independence
In responding to the great Financial Crisis of 2008, it was independent Central Banks that led from the front, as Governments in the West subsequently instigated fiscal austerity programmes.
The State of Independence
In responding to the great Financial Crisis of 2008, it was independent Central Banks that led from the front, as Governments in the West subsequently instigated fiscal austerity programmes.
Enter The Dragon
Don’t worry about a future Cold War between China and the US being over the horizon, it’s already here.
What Inflation?
Now may well be the time to prepare for something we haven’t seen for 30 or more years – the return of persistently higher inflation.
Oil Slick
20 April 2020, will forever go down as the day when the price of oil went negative. It has never happened before and with any luck, it will never happen again.
Building A Bridge To The Future
Estimating US gross domestic product (GDP), is now a guessing game. The IMF’s forecast is for a -5.9% drop in US GDP in calendar year 2020, but the range around that forecast is variable depending on how long the virus impairs economic activity and whether a second wave occurs.
Market Update
There are, to put no finer point on it, shades of 2008 now with regard to the current turmoil markets find themselves in. Emergency interest rate cuts in the United States, Government bond yields collapsing to further historic lows and gold price streaking upwards have moved in the opposite way to stock markets, which have dropped in the region of 20%.