The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

In the wake of the Covid-19 pandemic, a lot of discussion has focused on the worsening of the retirement prospects of savers around the world. Indeed,...

One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....

Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio...

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.

All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different...

In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including...

As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....

In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...

The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019.

According to the macro-econometric literature, the impact of exogenous oil price shocks on Inflation have greatly increased in the last two decades throughout...

Headline Inflation in the US has been shown to be mean reverting to Core Inflation at medium term, whilst at the same time the pass-through of commodity...

Gone are the days when inflation fears had receded under years of “Great Moderation” in macroeconomics.