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October 9, 2020

James Dyson says entrepreneurialism and wealth creation will help Covid-19 economic recovery, Ferrero family takes the biscuit at Fox’s as acquisition spree continues, Henkel charts modest fourth quarter recovery without lockdowns.

James Dyson says entrepreneurialism and wealth creation will help Covid-19 economic recovery

Family business founder Sir James Dyson says entrepreneurialism and wealth creation should be encouraged to recover the economy from Covid-19 as he announced his Dyson Institute will be permitted to award its own degrees for the first time.

September 30, 2020

Traditional finance theory tells us that markets are rational. Investors incorporate all public and private information when making their investment decisions. This school of thought is grappling with the field of behavioural finance, which asserts that human psychology and biases also act in an irrational way to influence these same investment decisions.

Traditional finance theory tells us that markets are rational. Investors incorporate all public and private information when making their investment decisions. This school of thought is grappling with the field of behavioural finance, which asserts that human psychology and biases also act in an irrational way to influence these same investment decisions.

September 10, 2020

Could a vaccine change market leadership? When will enough doses of FDA-approved Covid-19 vaccine(s) to inoculate 25 million people be distributed in the US? The superforecasters of the Good Judgement Project believe there is a 93% probability we will have an FDA-approved vaccine in a year, and enough of it to inoculate 25 million people in the US. This is up from just 20% in the dark days of April.

Could a vaccine change market leadership? When will enough doses of FDA-approved Covid-19 vaccine(s) to inoculate 25 million people be distributed in the US? The superforecasters of the Good Judgement Project believe there is a 93% probability we will have an FDA-approved vaccine in a year, and enough of it to inoculate 25 million people in the US. This is up from just 20% in the dark days of April.

June 9, 2020

World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition. America has moved decisively from engagement to containment of China’s technological, economic and military power. Globalisation has created new arenas for renewed ‘Great Power’ competition: financial markets; cyber and outer space; technology; the corporate world. As world order bifurcates, investors are on the front line. 

World order has never been so complex for investors. The US and China have entered a new phase of long-term strategic global competition. America has moved decisively from engagement to containment of China’s technological, economic and military power. Globalisation has created new arenas for renewed ‘Great Power’ competition: financial markets; cyber and outer space; technology; the corporate world. As world order bifurcates, investors are on the front line.

June 1, 2020

Daughter Pansy Ho succeeds Macau casino kingpin Stanley Ho, coronavirus crumbles Murdoch’s media empire foundations, John Elkann of the Agnelli dynasty shares Exor’s Covid-19 strategy.

Daughter Pansy Ho succeeds Macau casino kingpin Stanley Ho

Stanley Ho, the flamboyant patriarch who transformed Macau from a Portuguese outpost into the world’s gambling capital, has died at the age of 98, leaving his daughter Pansy Ho as the heir apparent.

April 22, 2020

Walton family’s Walmart hires 200,000 furloughed staff and pauses Asda sale, Barbour family switches production from clothing to personal protection equipment, Grosvenor Estate targets help at vulnerable businesses and families.

Walton family’s Walmart hires 200,000 furloughed staff and pauses Asda sale

Walmart, the world’s biggest family business, reached its goal of hiring 150,000 new employees by the end of May in less than a month and has pledged to hire an extra 50,000 staff as part of the US retailer’s response to the coronavirus crisis.

April 20, 2020

After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be building in several Emerging Markets (EM) and frontier countries, says Amundi Asset Management. EM and frontier countries may be able to benefit from the experiences and best practices then put in place in countries affected by the pandemic earlier. However, most of them do not have well-equipped health systems and lack the resources to deal with a health emergency vs developed countries. Covid-19 will have very significant negative effects on the economic outlooks for EM, mostly leading to recessions.

After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be building in several Emerging Markets (EM) and frontier countries, says Amundi Asset Management.

March 30, 2020

In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions. These forces make the exercise of GDP forecasting quite tricky and not particularly helpful for the time being.

In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions. These forces make the exercise of GDP forecasting quite tricky and not particularly helpful for the time being.

As of the writing of this article on 25 March, 2020, markets are leading the real economic cycle and therefore they will bottom before the end of the pandemic. However, they will calm down and be reassured on the path forward when they can anchor expectations on three points:

March 16, 2020

Investment fund managers are appealing for calm among investors as the coronavirus pandemic spreads, anticipating a six-month market disruption but divided on if there will emerge a “new normal”.

Investment fund managers are appealing for calm among investors as the coronavirus pandemic spreads, anticipating a six-month market disruption but divided on if there will emerge a “new normal”.

Amundi Asset Management said the impact of the COVID-19 outbreak should prove “short-lived” to the first half of the year with the mobilisation of fiscal tools, leaving the medium-term potential growth of economies intact.

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