Industry now needs to step up, if Net Zero is to be achieved
31st October 2021 by

Net Zero is clearly the key issue of our time. With COP26 about to start, 3 key elements need to com...

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The Fed’s stock market bubble is at risk as China bursts its real estate bubble
24th October 2021 by

The US stock market bubble just keeps rising. And every investor “knows” that the US Fed...

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EU patience starts to run out as UK threatens to break the N Ireland Protocol
17th October 2021 by

Unsurprisingly, it turns out that Brexit still isn’t “oven-ready”, despite the UK ...

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A look back from 2030 at the success of COP26
10th October 2021 by

Looking back over the 2020s,  it is easy to see how forward-looking companies emerged as Winners in...

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An end to the China bubble would risk a Minsky moment
5th October 2021 by

My letter in today’s Financial Times warning of the risk to Western financial markets from the bur...

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Xi aims to “bring order out of chaos” by bursting China’s property bubble
3rd October 2021 by

China is at the start of its biggest economic shake-up since 1978, when Deng Xiaoping launched his p...

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