An alternative perspective

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

2013

21 November 2013

Re-opening Pandora's Box: The Return of Protectionism

DR BOB SWARUP, FOUNDER OF CAMDOR GLOBAL  Protectionism today comes disguised as (un)conventional monetary policy, attempted financial stability and myopic stimulus.

21 November 2013

How Long Can Interest Rates Remain So Low?

PROFESSOR DIETER HELM, UNIVERSITY OF OXFORD   Globalisation has globalised low interest rates.

21 November 2013

The Age of Volatility

IAN BREMMER, PRESIDENT, EURASIA GROUP   Continuing global volatility is being fed by an intense focus among policymakers on domestic challenges.

29 August 2013

Why is Infrastructure Investment in Britain so Difficult to Deliver?

PROFESSOR DIETER HELM, UNIVERSITY OF OXFORD   Britain has a uniquely complex way of reaching decisions and a track record of changing them once made.

29 August 2013

Risk and Emerging Markets

IAN BREMMER, PRESIDENT, EURASIA GROUP   Governments of these countries are victims of their remarkable recent successes.

29 August 2013

A Tragedy of Small Decisions

DR BOB SWARUP, FOUNDER OF CAMDOR GLOBAL  Small decisions can accumulate, allowing new permutations of group behaviour that reinforce or create asset bubbles.

30 May 2013

The End of the Commodity Super-Cycle?

PROFESSOR DIETER HELM, UNIVERSITY OF OXFORD  Technologies make it possible to get more energy from fewer supplies.

30 May 2013

The US Energy Revolution and Its Global Implications

IAN BREMMER, PRESIDENT, EURASIA GROUP  By 2020, the US could be the world's largest oil producer and energy self-sufficient by 2035.

21 February 2013

A Three-Speed Europe

PROF. DIETER HELM, UNIVERSITY OF OXFORD Eurozone Members, Eurozone Aspirers and those on the edge.

21 February 2013

Balancing America's Books

IAN BREMMER, PRESIDENT, EURASIA GROUP In 2013 don't expect fiscal breakdown or breakthrough

21 February 2013

Top Global Risks for 2013

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

14 February 2013

Red Herrings

IAN BREMMER, PRESIDENT, EURASIA GROUP The widely-anticipated risks that are less likely to happen in 2013