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(1) How To Be A Successful Thematic Investor (5 min read)
Jay Pelosky gives two frameworks that can be used for thematic investing, the Tri-Polar World (TPW) and the Global Risk Nexus (GRN). Within these frameworks, he argues for investing in clean energy, infrastructure, and cryptos.
(Jay Pelosky │ 6th April, 2021)
Do People View Housing as a Good Investment and Why? (Liberty Street Economics, 5 min read)
How Rising Interest Rates Could Affect Emerging Markets (IMF Blog, 5 min read)
The Roots of the EU’s Vaccine Debacle (Project Syndicate, 4 min read)
Quantitative easing in emerging market economies: Benefits, risks, and limitations (VoxEU, 9 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)