Invitation to Vail, September 2023 As the sequential shocks of de-globalisation, Covid and the Ukraine war have upended so many previously complacent assumptions, it is
I’m a Brit, AND an old bond trader, so I don’t normally do “exciting”. But I have to say, I felt strangely exhilarated as we
Initial optimism that the Biden Presidency would reinvigorate US-China relations didn’t even make it as far as January’s inauguration. At the start of the campaign
Since launching Macro Insiders together in 2017, Julian Brigden and Real Vision CEO, Raoul Pal, have been sharing their respective frameworks, macro views and flash
Back in 2008, like many others, Julian and Gretchen Brigden feared that their financial future may not survive the coming crash. Just three short years
As children, we all loved a great fairy tale story before bedtime. Knights in shining armor, dragons, heroes and heroines, who – against the odds –
Over the last month, we’ve witnessed market expectations change. Inflation in 2021 is no longer beyond belief. And many have come around to the idea
The last month has been uncertain and uncomfortable for investors. As measured by the VIX volatility index, a barometer of investor expectations for future market
What a ride the last 12 months has been. It’s clear that 2020 will go down in the history books as a challenging year; characterised
In our last blog, we discussed the fact that, whether it was Trump or Biden for the win, there are no quick fixes for jump-starting