28 October 2021, Mark Page
Insights
Markets, Economies
and Asset Prices
Until we change incentives long the entire ‘investment-production-consumption’
chain, we cannot expect to deliver anything close to the impact needed to combat
climate change and other social problems
23 September 2021, Mark Page
3 September 2021, Mark Page
Nobody wants their portfolio to be tossed around like an autumn leaf, driven by
forces they don’t understand, with destination goodness knows where. This series
will focus on the new ideas which helped us navigate some of the biggest market
moves over the past 10-years.
9 July 2021, Mark Page
With current high valuations, care should be exercised when listening to those
rocking up late to the equity party, just as the band is packing up to go home.
Half the world is predicting that US Treasury bond yields will rise sharply. A
bystander might feel foolish for not seeing this. With bond yields falling sharply,
it is no longer clear who the fools really are.
12 January 2021, Mark Page
30 October 2020, Mark Page
18 September 2020, Mark Page
10 January 2020, Andrea Badelt
Photos by Ken Cheung, Anne Nygård, Marc Sendra Martorell, Rvoji Iwata , Kristina Four, Mark König, snowscat, krisna iv, Johannes Plenio, Sarah Kilian, Dimitry Grigoriev, Katie Moum; all on Unsplash
11 January 2022, Mark Page
Can ESG investors help heal the world’s social and climate ills?
Can they even identify companies moving towards a distant and desirable
equilibrium? And do you trust them?
16 April 2022, Mark Page
Everyone is entitled to their own belief system and, for many, weapon makers have
morphed from borderline pariah into a key public good. Leaving the ESG-industry
has some serious questions to answer over its shady role in Ukraine.
