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Outlook 2018

"Low US growth potential is not going away," says Juliette Declercq, founder of JDI (a boutique institutional advisory service ...
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The wealth of nature

The erosion of natural capital poses threats to continued national and global prosperity, yet political and economic systems ar...
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Deliberate ignorance

There might be some logic to the on-going rise in asset prices, but are investors, desperate for higher yields, becoming increa...
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No bond bubble

In this new paper from Research Affiliates, "The Bubble That Never Came", the authors make the interesting point that investors...
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For god’s sake, stop!

Despite economic figure showing close to full employment in the United States, the developed world is in a mess, driven to a la...
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China’s future

China’s 19th National Congress of the Communist Party in October 2017 threw few surprises (after all, the real political work t...