Ahead of the Curve, Q2 2021
Key points The global economy is bouncing back quickly from a sharp collapse in the first half of last year. What we are seeing now, therefore, is to some extent the mirror image of developments in 2020. Despite having increased somewhat over the last year, long-term inflation expectations are still low by historical standards. The […]
Economic outlook
Where is ‘normal’? Will we get there?…
Fiorino
Banks versus shadow banks, a heavyweight battle emerges from new financial fields
Global Emerging Markets
Country allocation review, H1 2021
Views from the credit desk
Bullish and Bearish Cases
Looking below the surface
360°, Q2 2021
Infinity and beyond banks
The never-ending battle between old money and big tech
The future of the office
An ESG issue too
Doomsday at the bank
A spoonful of measures helps the resolution go down
Zen and the art of investment management
Alone in a car with my Zen teacher several years ago, I asked him if there might be a way to be a mindful investor. He said nothing at first, and then said nothing for a painfully long time. Finally he said, “Invest in the Dharma. It will give you the best return.” As a […]
