An alternative perspective

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

2014

24 November 2014

What Does the End of the Commodity Super-Cycle Mean?

Professor Dieter Helm, University of Oxford

Commodity prices have now fallen to a five-year low. The sell off has been broad and sustained and is probably not over yet. The oil price has dipped to almost $80 a barrel.

24 November 2014

Recasting the Iron Rice Bowl: Chinese Whispers from Consumers

Dr Bob Swarup, Founder of Camdor Global

7.3 per cent. That was the rate of expansion for the Chinese economy in the third quarter of 2014.

24 November 2014

The Impact of Incoherent US Foreign Policy

Ian Bremmer, President, Eurasia Group

As the Ebola epidemic – and the market impact of the panic surrounding it – spreads beyond West Africa, the value of the US-led international response remains in doubt. On 16 September, President Barack Obama pledged to “mobilise the international community”.

14 August 2014

Will The Lights Go Out?

Professor Dieter Helm, University of Oxford

Along with water, electricity is now the essential infrastructure service.

14 August 2014

Europe's Challenges, Inside and Out

Ian Bremmer, President, Eurasia Group

Geopolitical turmoil is dominating headlines around the world, from the escalating crisis between Ukraine, Russia and the West to the surging sectarian violence emanating from Syria and Iraq.

14 August 2014

Taper Tantrums

Dr Bob Swarup, Founder of Camdor Global

2014 has seen a steady flow of generally positive economic news for the US. Unemployment fell to 6.1 per cent six months ahead of predictions and is expected to go lower.

22 May 2014

Ukraine, Europe and Energy

Dieter Helm, Professor of Energy Policy, University of Oxford & Fellow in Economics, New College, Oxford

After a short pause, the borders of east and southeast Europe are again in flux, as they have been on and off since the early Russian people established Kiev as their capital.

21 May 2014

Walking the Tightrope: Balancing Financial Stability and Growth

Dr Bob Swarup, Founder of Camdor Global

The last few weeks have not been kind for banks.

20 May 2014

Asia’s Big Questions

Ian Bremmer, President, Eurasia Group

No region is more important for the next generation of global growth than East Asia. Unfortunately, no region has a more complex combination of rivalries without the regional multilateral institutions capable of managing them.

21 February 2014

After Quantitative Easing: What Comes Next?

PROFESSOR DIETER HELM, UNIVERSITY OF OXFORD   For most economies, debt will keep going up, even if the decifits are coming down.

21 February 2014

Europe 2014: Sound and Fury Signifying Not Much

IAN BREMMER, PRESIDENT, EURASIA GROUP  We should expect policy theatrics, but little substantive action in Europe in 2014

21 February 2014

2014: A Sustained Boom or a Cognitive Trap?

DR BOB SWARUP, FOUNDER OF CAMDOR GLOBAL  2014: A Sustained Boom or a Cognitive Trap?

21 February 2014

Top Global Risks for 2014

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