In this conversation Richard Urwin and Larry Kantor discuss a number of themes in the global economy and financial markets in the immediate aftermath of the Covid-19 crisis.
Larry has been an economics professor, an economist at the Federal Reserve, JP Morgan and Barclays Capital and is now a partner at Atlas Merchant Capital.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....