by Rachel Poole | Sep 4, 2020 | Geopolitics & the Day After
U.S. Election Priced as Worst Event Risk in VIX Futures History Michael P. Regan, BloombergRead the full article here Election season has traditionally been a source of volatility in the markets, and this year is no exception. One way investors hedge against this risk...
by Rachel Poole | Aug 27, 2020 | Geopolitics & the Day After
Time for Action on America’s Darwinian Debt Struggle Robin Wigglesworth, Financial Times Read the full article here Since March, the Fed has unleashed a dizzying display of relief measures aimed at mitigating the economic impacts of the coronavirus pandemic. These...
by Rachel Poole | Aug 21, 2020 | Geopolitics & the Day After
“We Will Never Again See the World That We Left Behind One Month Ago” Stéphane Audoin Rouzeau, Scowcroft Institute of International Affairs Read the full article here Both the Great War and the possibility of a pandemic (however near or far in the future) had been...
by Rachel Poole | Aug 13, 2020 | Geopolitics & the Day After
3 Potential 2020 Election Outcomes — and What They Could Mean for Investors Lisa Beilfuss, Barron’sRead the full article here Currently, voter polls are predicting that former Vice President Joe Biden will be the next president of the US. However, anything...
by Rachel Poole | Aug 7, 2020 | Geopolitics & the Day After
The Covid-19 Pandemic is Forcing a Rethink in Macroeconomics The EconomistRead the full article here The Covid-19 pandemic may be ushering in a new era of macroeconomics. Supply chains and production have been disrupted, but demand has taken the hardest hit. The...
by Tyler Thompson | Jul 31, 2020 | Geopolitics & the Day After
Here is a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. Redrawing the Map of Global Trade Boston Consulting GroupRead the full article here More than anything else, the coronavirus crisis has been...