This commentary is not intended as a final word on Bitcoin, but simply a contribution to the current discourse on the merits and demerits of cryptocurrencies. There are clear ESG…
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Bond investors may be starting to demand a premium on government debt, given the record stimulus plans in the US. Inflation expectations have been leading bond yields higher, but real…
Treasury yields edged higher on Friday. The US Treasury Secretary has flaunted the reflation potential of fiscal stimulus. There is little (‘intellectual’) opposition to Bidenomics, with FOMC chair Jay Powell…
Prior to the pandemic, a Venture Capital ‘revolution’ was taking shape across Europe. Last week’s commentary looked at the political risks around a slow rollout of vaccinations, but also stressed…
Stock markets are betting that vaccines together with a new US stimulus injection will be the shot in the arm needed for the global economy. The data from Israel is…
At some point in 2021, investors will need to weigh up the EU’s increasingly successful, swift transition towards green energy, against mounting political woes facing the Eurozone. The ‘landmark’ court…
