Research. Reviews. Ideas. Built for investment professionals.

Economics


Smarter Decisions in Uncertain Times: Insights from Annie Duke and Morgan Housel
By

Investors should keep three things in mind when planning for the future amid so much uncertainty

Alejandra Grindal Examines Global Economic Prospects
By

Alejandra Grindal, senior international economist for Ned Davis Research Group, reviewed how the COVID-19 pandemic has affected economies and what it suggests for recovery in the future.

Vikram Mansharamani: Supply Shifts Could Create 2 Economies
By

A global supply glut and decrease in demand had already pushed countries towards protectionism. Vikram Mansharamani says COVID-19 poured gasoline on the flames.

This Time, It’s Physically Different
By

Campbell R. Harvey, Duke University Professor of Finance, finds that elements of this crisis may seem familiar, but it has some important differences.

Investment Optimism during the COVID-19 Crisis
By

Lauren Foster asked Nicholas J. Colas, Meredith Sumpter, and Jack Ablin, CFA, to discuss the pandemic’s effects on economies around the world.

PIMCO’s Sundstrom discusses how to navigate the “recession moment”
By

Geraldine Sundstrom doesn't think we're at the end of the economic cycle yet, but she warns that "When midnight strikes, and Cinderella’s carriage turns into a big pumpkin, you’re going to have to do something."

Where Has the Global Financial Crisis Left Us Today?
By

Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis.

A Painful Realignment: Peter Zeihan on Brexit Fallout
By

Geopolitical strategist Peter Zeihan expects a continued unraveling of the global order, and the United States may become its biggest source of disruption.

The Era of Big Data Capitalism
By

We have officially entered the era of big data capitalism, according to Viktor Mayer-Schönberger.

Sharing Global Insights and Local Expertise
By

London has been a global financial capital for centuries, and this week it will host the investment industry’s largest and longest-running educational gathering of investment professionals.