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Not an easy task given uncertainties, especially if energy and commodity prices do fall later in the year. Ultimately, radical economic reform required.
Not an easy task given uncertainties, especially if energy and commodity prices do fall later in the year. Ultimately, radical economic reform required.
My letter in the Financial Times on ESG, ethics, and activist investing.
Central banks are struggling to head off general inflation while dealing with price shocks that will be negative for growth. They waited too long, which has made their tasks more difficult.
We need to spend more on defence, but so much time and money is wasted on procurement, as the latest report into 'Ajax' vehicles shows.
Russia's invasion of Ukraine shows we need to learn from the Cold War, including Ronald Reagan's 'evil empire' speech.
Banks continue to fund fossil fuels but have plans to reduce their exposure. My chat with TWR.