It’s not the coronavirus but our fear-driven response to it which will have devastating long-term consequences.
Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?
It would be a mistake to bet America’s future will be like its glorious past.
The novel coronavirus will weigh disproportionately on Thailand’s economy.
What we know about the coronavirus will inflect positively and support a continuation of the risk rally.
The cumulative loss to global GDP from the pandemic could be around $9 trillion.
A tiny number of counties account for most of US GDP and the large number of Covid-19 cases.
The virus has pulled millions of people back into the homebuying market to look for a home for their families and remote work needs. With inadequate supply, a new construction boom is unfolding.
If this year has taught us anything, it is to count on the unexpected. Should we not at least consider how the consensus could be wrong on November 3?
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.