An alternative perspective

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

2011

01 November 2011

Reducing Debt: The Painful Arithmetic

PROF. DIETER HELM, UNIVERSITY OF OXFORD Dealing with debt has become the overriding focus of economic policy and business strategy throughout the developed world.

01 November 2011

America’s Fiscal Fist Fight

IAN BREMMER, PRESIDENT, EURASIA GROUP As an election year looms, Washington’s partisan political combat is becoming much more intense. For the moment, President Barack Obama continues to defy the law of gravity.

01 August 2011

Inflation: a Blip or a Systemic Change?

PROF. DIETER HELM, UNIVERSITY OF OXFORD Some commentators view this resurgence of inflation as just a blip, caused by changes in the relative prices of energy and food. Others see something much more threatening and regard this inflation as the inevitable consequence of loose monetary policy.

01 May 2011

Nuclear Power after the Japanese Crisis

IAN BREMMER, PRESIDENT, EURASIA GROUP For the first time since the end of World War II, no country or durable alliance of countries has the political and economic leverage to drive an international agenda, creating a phenomenon that Eurasia Group calls the 'G-Zero'.

01 May 2011

Where Will The Energy Come From?

PROF. DIETER HELM, UNIVERSITY OF OXFORD With the North African and Middle Eastern political turmoil, oil prices having exceeded $120 a barrel, and with the Japanese nuclear disaster; it is not surprising that energy security is again at the top of political and economic agendas.

01 February 2011

Top Global Risks for 2011

IAN BREMMER, PRESIDENT, EURASIA GROUP For the first time since the end of World War II, no country or durable alliance of countries has the political and economic leverage to drive an international agenda, creating a phenomenon that Eurasia Group calls the 'G-Zero'.

01 February 2011

Debt Default and the Euro

PROF. DIETER HELM, UNIVERSITY OF OXFORD After the irrational exuberance came the irrational panic. During 2010, the headlines were full of predictions of the demise of the euro and collapse of the European economy.

01 February 2011

Europe's Crisis of Confidence

IAN BREMMER, PRESIDENT, EURASIA GROUP The Eurozone’s crisis of confidence has only just begun. Even if core EU countries and institutions can manage market pressures long enough to find a durable long-term solution to Europe’s crisis of confidence, elected leaders of the continent’s most vulnerable countries will repeatedly be forced to make politically unpopular choices.