China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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Money Matters: Deutschland Über Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
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Money Matters: Ready for Lift-Off?
The Personal consumption expenditure numbers in the US were released today. Income grew 0.4% MoM, an annualised rate of nearly 5% but the deflator...
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