Research Articles

Money Makers podcast – March 2023

 Jonathan Davis talks to Sandy Nairn, executive director of the Global Opportunities Trust (GOT). This is a Money Makers Circle subscriber-only podcast. — Produced by Ben Gamblin. Important disclaimer This communication was produced and approved in March 2023 and has not been updated subsequently. The views expressed within are those of the author and […]


Are we there yet?

The failure of Silicon Valley Bank and the rescue of Credit Suisse are warning signs that investors should dismiss at their peril. While there is no immediate risk of a systemic bank collapse like the one that precipitated the global financial crisis, the banking troubles that have surfaced this month are symptomatic of a fundamental […]


Crime and no Punishment?

Crime and No Punishment? Dealing with the New Cyber World Sir David Omand GCB is Visiting Professor in the Department of War Studies, King’s College London. His posts in British government service included UK Security and Intelligence Coordinator in the Cabinet Office, Permanent Secretary of the Home Office, Director of the Government Communications Headquarters (GCHQ), […]


Crunch Time for Policymakers

Introduction As an outside observer or analyst it is easy to fall into the trap of becoming too abstract and forgetting that policies and actions are formed by individuals who are themselves influenced both by events unfolding around them and their previous experience. Equally, commentators are quick to criticise with the benefit of hindsight often […]


Beyond the Pandemic

Is Covid still a threat to growth? Introduction: In late December 2019, the World Health Organization (WHO) was notified of a cluster of pneumonia cases in Wuhan City, China. Although it took some months for the significance to be recognized this was the emergence of Covid 19 a virus which caused an economic convulsion. Entire […]


1 2 3 4 5