It’s hard to believe that just recently, people weren’t cutting their own hair or binge-watching Tiger King. At the beginning of the year, defined benefit…
Among the myriad fiscal responses to the coronavirus pandemic, perhaps none has received more attention in the U.S. than the federal programs for small businesses.…
The novel coronavirus pandemic has been an enormous human tragedy and its ultimate impact on the global economy remains impossible to predict. For many companies,…
China’s economy was the first to suffer the consequences of fighting the novel coronavirus and is the first on the road to recovery. If it…
When the coronavirus prompted a collapse in both economic activity and equity markets in March, it put an end to the longest bull market in…
“It was the best of times, it was the worst of times…” The above quote from Charles Dickens aptly describes the current environment for the…
The novel coronavirus has brought with it an unprecedented shuttering of the global economy and an equally unprecedented policy response. The speed and scale at…
The phase one trade deal between the U.S. and China was presented by the Trump administration as an “historic and enforceable” agreement that “begins rebalancing…
The recent publication of the U.S.-China trade deal and the final macroeconomic numbers for 2019 should set the stage for healthy economic performance and stronger…
There has been a lot of buzz about negative interest rates lately, as the idea that you would have to pay governments to borrow your…
Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s…
Have you ever noticed that the language of sustainable investment is rife with acronyms? In my opinion, 2020 will see some of the worst tongue-twisters…
China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the…
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