Uwe Fuehrer⁩

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.

Higher-for-longer is structural, not cyclical. Traditional SAA may no longer be fit for purpose.

China’s policy approach reflects earlier US industrial strategy more than many assume.

Historical empires signal how monetary excess and debt cycles can reshape economic power.