An alternative perspective

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

2012

03 December 2012

Future Renewables And The Transformation Of The Energy Sector

PROF. DIETER HELM, UNIVERSITY OF OXFORD Current renewables have an important contribution to make, but a little arithmetic tell us why they alone cannot solve the problem.

03 December 2012

Asia's Volatile Moment

IAN BREMMER, PRESIDENT, EURASIA GROUP Thanks to its importance for the global economy’s trajectory, Asia’s worries are now the world’s worries.

14 September 2012

Africa's Rise In A Volatile World

IAN BREMMER, PRESIDENT, EURASIA GROUP Africa continues to emerge as the world’s most under-appreciated emerging market success story.

14 September 2012

How Far Do Living Standard Have To Fall?

PROF. DIETER HELM, UNIVERSITY OF OXFORD As the full scale of the economic crisis has gradually sunk in, and as one after another of the conventional medicines have been applied, it is dawning on political leaders that this is much more than just a rather nasty business cycle, and that the causes are more fundamental.

01 May 2012

The Rise of Resilience: In a Volatile World, Growth is Not The Whole Story

IAN BREMMER, PRESIDENT, EURASIA GROUP The In the last year alone, we have witnessed everything from the Arab Spring and Iranian provocations in the Middle East to a punishing sovereign debt crisis in Europe.

01 May 2012

The Real State Of Deficits And Government Balance Sheets

PROF. DIETER HELM, UNIVERSITY OF OXFORD There is no central record of what governments own.

01 February 2012

Europe ’s Future: Better Than It Looks

PROF. DIETER HELM, UNIVERSITY OF OXFORD Europe is currently engaged in a major transformation, as it addresses deep structural weaknesses which have been building up for decades.

01 February 2012

Top Global Risks for 2012

IAN BREMMER, PRESIDENT, EURASIA GROUP Which political risks are likely to be an issue this year?

01 February 2012

Red Herrings: The Big Stories That Won't Happen in 2012

IAN BREMMER, PRESIDENT, EURASIA GROUP Political dynamics in both core and peripheral Eurozone countries will ensure that the union remains intact for another year.