An alternative perspective

We have three senior advisors who regularly contribute articles to our quarterly investor reports. These are reproduced below. 

2010

01 November 2010

The return of the Euro: German growth, fiscal discipline and recovery

PROF. DIETER HELM, UNIVERSITY OF OXFORD As the credit crisis fed through into the recession on a scale not seen since the Second World War, Britain and America embarked on massive Keynesian fiscal and monetary interventions.

01 November 2010

Brazil Post-Lula

IAN BREMMER, PRESIDENT, EURASIA GROUP In Brazil, we have seen this story before. Market watchers wait nervously as a new president with a ‘leftist’ reputation takes office.

01 August 2010

The Coming of Shale Gas: the Implications for Oil and Energy

PROF. DIETER HELM, UNIVERSITY OF OXFORD To this potential Armageddon are added fears about gas supplies, particularly in Europe. The two interruptions of supplies via Ukraine by Russia have created nervousness, and a number of European countries have started to intervene to try to head off further investment in gas-fired power stations.

01 August 2010

The Gulf of Mexico Oil Spill: its Impact on the Energy Politics in Other Oil-Producing Countries

IAN BREMMER, PRESIDENT, EURASIA GROUP Canada faces fallout from the spill in all three of its major energy exploration and development areas: oil sands in Alberta, production from the Gulf of St. Lawrence in the east, and plans to open Canadian Arctic waters for further oil and gas exploration.

01 May 2010

The Future of US – China Relations

IAN BREMMER, PRESIDENT, EURASIA GROUP China has embarked on a process of ‘decoupling.‘ The Western financial meltdown pushed millions of Chinese workers into the streets in early 2009, as factories that produced goods bound for US and European consumers were forced to close their doors.

01 May 2010

Europe and the Euro: Is Fiscal Integration Inevitable?

PROF. DIETER HELM, UNIVERSITY OF OXFORD These are difficult times for the euro and the European project. Many who warned of the problems of creating a single currency are now barely concealing their pleasure as the Greek tragedy unfolds. Yet it is far too soon to write off the euro or indeed the European project.

01 February 2010

Top Global Risks for 2010

IAN BREMMER, PRESIDENT, EURASIA GROUP In 2010, the world will emerge from recession, shifting concerns toward challenges created by the emergence of a new global order, one that pits developed against developing states, a US-dominated international system against one characterised by a growing vacuum of leadership, and a globalised system of regulated free market capitalism against the growing strength of state capitalism.

01 February 2010

After the Fall: The Ongoing Challenge of Resource Nationalism

IAN BREMMER, PRESIDENT, EURASIA GROUP Resource nationalism can be applied to many commodities, but for reasons both historical and practical, governments use it most aggressively in the oil sector and many of them subsidise national oil companies (NOCs) to help tighten their control.

01 February 2010

Britain’s Economic Problems: Can it Recover?

PROF. DIETER HELM, UNIVERSITY OF OXFORD Resource nationalism can be applied to many commodities, but for reasons both historical and practical, governments use it most aggressively in the oil sector and many of them subsidise national oil companies (NOCs) to help tighten their control.