Not today, thanks.
Our flagship monthly publication provides unbiased insight into the key macro forces that are shaping the global investment landscape. You’ll advance your thinking in a distinctive way.
Get access to the best ideas from our community of hedge fund CIOs and global asset managers with notes from our exclusive “The Most Interesting Dinner in the World” series.
Receive timely and actionable recommendations to play key macro themes on a 6 to 18-month investment horizon. We also send breaking views ahead of major inflection points.
We host events all year-round, from intimate, invitation-only dinners to larger gatherings in London, New York, Los Angeles, Toronto, Singapore, Hong Kong, and Abu Dhabi.
POLITICS race inequality
June 17, 2020 · 11 Mins Read
“Black America is a fragile state embedded in the greatest superpower the world has ever known.”
June 24, 2020 · 3 Mins Read
We advise caution near term. There’s enough in the public realm that can unnerve investors.
POLITICS race
June 17, 2020 · 12 Mins Read
Having a Black president in the White House was not a sign of racial progress. On the contrary, President Obama was a “political outbreak” and America needed to return to its supremacist roots.
June 17, 2020 · 9 Mins Read
Acts of social inertia will keep the society more like it was than like the dramatically changed society that many will celebrate.
POLITICS election race
June 17, 2020 · 10 Mins Read
Race has always been the central dividing line in American politics. It would be a mistake to underestimate Trump and the power of white supremacy.
LIFE RACE inequality faith
June 17, 2020 · 5 Mins Read
I believe in God, who made of one blood all nations that on earth do dwell.
TMIDITW commodities
June 1, 2020 · 2 Mins Read
We gathered our community of commodity experts for a focused discussion.
ECONOMY COMMODITIES
June 1, 2020 · 3 Mins Read
“Commodity markets have never been so interesting in my career.”
COMMODITIES OIL
The big question is how much oil production from US shale fields will plummet.
MACRO CLIMATE
June 1, 2020 · 4 Mins Read
The road to hell is paved with good intentions.
