A welcome return to the Bloomberg studios to talk about some of the big trends in the background, specifically the emergence of a Dollar zone and a 'de-dollarised zone' with long term implications for capital flows and investment opportunities

This is a video I recorded with Neil Shah at Vantage around three weeks ago when I was passing through London. Similar to the CISI subject but with more detail on the work we are doing with Toscafund.

First post on the new website would be one involving what is largely for us a new media, a video interview.

Just before Christmas, I was delighted to have the opportunity to chat with Angelo Robles, founder of the US based Family Office Association about a wide range of subjects, but in particular how we at Market Thinking saw the coming year in markets

There is a tendency in the west to see China as an authoritarian monolith – in contrast to the supposedly highly accountable democratic west, albeit only those with the shortest of memories can look at the current protests against Covid taking place in China and think them somehow unique.