History tells us that letting the
inflation genie out of the bottle is a lot easier than putting it back again

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We don’t believe in investing on the basis of macro, but nor do we ignore it

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Gender discrimination is not only terribly wrong, but also plain stupid

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As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause

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The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death

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The pandemic continued to dominate discourse in April as case numbers globally reached
record daily levels, but the impact became increasingly differentiated between the developed
world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and
movement restrictions into sight, and developing nations, notably India and Brazil, where
second waves …

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The Japanese equity market is well placed to benefit as economies reopen from pandemic related restrictions

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While the vaccine news in early November was arguably the critical turning point in this cycle,
providing light at the end of the pandemic tunnel, it was only in the first quarter of 2021, 12
months from the pandemic’s onset, that investors began to price in the recovery ahead and a
return to post-pandemic normality.

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