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Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.

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Forget the Virus

What happens next?

With each frightening data point comes the realisation that we really are living through the worst recession of our lifetimes. And yet, financial markets are strangely becalmed,

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The Economic Cost in One Chart

  1. The simultaneous Demand and Supply shock has been set in motion, whatever happens to the course of the virus
  2. China might have turned its factories back on,

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The Week That Will Be (29 March 2020)

This week we will find out:

  1. How far through the stages of grief are we? – Denial, Anger, Bargaining, Depression and then Acceptance

We already know:

  1. The world economy is in the worst recession of our lifetime.

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