Author Bios

Articles by this author:

  • World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition. America has moved decisively from engagement to containment of China’s technological, economic and military power. Globalisation has created new arenas for renewed ‘Great Power’ competition: financial markets; cyber and outer space; technology; the corporate world. As world order bifurcates, investors are on the front line. 

  • The era of monetary dominance is over. Helicopter money signals investment regime changes ahead.

  • Great power conflict has been rendered obsolete by the relentless advance of globalisation, material prosperity and the triumph of reason. So argued Norman Angell in The Great Illusion, published in 1910.

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