Uwe Fuehrer⁩

An article in IO&C this week referencing analysis from Justin Tay of JANA Investment Advisers discusses how the nature…

There is no free insurance. If you want carry and calm, you cannot also expect convex crisis protection.

Stablecoins are marketed as safe digital cash. Under stress, liquidity mismatch and opacity may expose deeper systemic…

AI-driven productivity does not automatically equal lower inflation. Structural fiscal and labour dynamics still…

Productivity rhetoric often masks deeper reform failure. Who actually benefits when productivity rises?

If productivity drives reform, should the Productivity Commission itself face outcome-based accountability?

Long-term equity investing cannot rely solely on post-GFC liquidity conditions. Regime shifts matter.

Fiduciary duty does not prevent nation-building. It demands disciplined, return-aligned capital allocation.

Does behavioural diversification genuinely reduce portfolio risk, or simply repackage correlation?

US fiscal imbalance requires structural reform. Growth assumptions alone will not stabilise debt.