Shifts & Narratives #14 – Russia conflict marks a further step in the road back to the ‘70s
Shifts & Narratives #9 – Adapting equity portfolios to a regime of higher inflation
Shifts & Narratives #8 – Post-summer check-up on the regime shift
Shifts & Narratives #5 – A unique crisis that opens the way to multiple regime shifts
The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unprecedented contraction of activity in 2020 and in the deepest global recession since World War II. However, this recession has been the shortest and was not accompanied by a … Continued
The day after #1 – Covid-19: the invisible hand pointing investors down the road to the 70s
Without a doubt, the Covid-19 pandemic is shaking the financial industry like never before. But this is not the first time the world has faced a pandemic of this scale, nor is it the first time that public policymakers, business leaders and pundits have asked: “Is it different this time around? Are we at a … Continued