New Safe Haven Asset?
Could new safe haven asset be identified as companies or entities which comply with environmental, social, and governance (ESG) rules?
Property Market
How will the property market pan out in the 2021 post-pandemic economy? Impact from emerging macro trends, changing demographics & the state of the economy.
Extend and Pretend
Perhaps we are approaching the end of the extend and pretend era, in the Great Reset.
If so, what does this mean for global stocks?
EV Investing
Electric vehicle EV investing in the current reset could continue to provide investors will alpha returns. But as seen with Dot-Com, there may be pitfalls.
Debt Binge
The Covid pandemic was the catalyst for a debt binge, the Fed has already increased the money supply by an unprecedented 3.4 trillion USD since 2020.
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