More signal less noise
Financial markets are complex systems that are influenced by small changes which makes it incredibly difficult to predict the future.
Preparing for the future and discovering logic in in highly complex systems where pushes & pulls and bears & bulls co-exist is challenging.
This blog aims to provide a fact-based view on wealth management, financial markets and investor behavior.
Our goal is to filter out the noise and bring you actionable macro insights.
Recent Articles
The Saturation Point
Imagine you are making yourself a lemonade. You add one spoon of sugar to sweeten your drink, then add another one, and then one more...if you keep going like this, the sugar will stop dissolving in the water. This phenomenon is called the saturation point in chemistry. In the economy, the sugar that has stopped dissolving in the lemonade is…
Removing the Crutches
Governments injected unprecedented levels of liquidity into the economy to help businesses stay afloat and preserve employment. Now that economies have restarted, central banks begin to remove the crutches of policy support, markets are feeling nervous and shaky before they start to walk on their own feet. Will the global economy be able to walk without the crutches of policy support?
Hangover
The coronavirus hangover will be unique and possibly last longer than the pandemic itself. Actions taken by the global economy to battle the virus in the form of social distancing, digitisation, change in consumer behaviour and monetary & fiscal stimulus will likely evolve into a new economic reality for investors in the next decade.
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