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Insight - Making Sense of the Narrative


This is a video I recorded with Neil Shah at Vantage around three weeks ago when I was passing through London. Similar to the CISI subject but with more detail on the work we are doing with Toscafund.

First post on the new website would be one involving what is largely for us a new media, a video interview.

Just before Christmas, I was delighted to have the opportunity to chat with Angelo Robles, founder of the US based Family Office Association about a wide range of subjects, but in particular how we at Market Thinking saw the coming year in markets

There is a tendency in the west to see China as an authoritarian monolith – in contrast to the supposedly highly accountable democratic west, albeit only those with the shortest of memories can look at the current protests against Covid taking place in China and think them somehow unique.

The article below is a slightly extended version of one posted on the Livewire site, that can be found here The Annual Central Banker jamboree at Jackson Hole this weekend is likely to feature the usual set of earnest presentations...