Colin lloyd Global Economy Expert

Colin is an investment writer and television presenter specialising in macroeconomics and the financial markets.  He is the founder of "In the Long Run", an alternative investment consultancy in 2010 advising hedge funds on sales, marketing and business development. He is also a member of the advisory committee of Asia Alternative Investments Network. Colin holds prestigious qualifications from Columbia University in the City of New York, Yale University and the University of Michigan.

 
Commodities, Supply-Chains and Structural Changes in Demand

Commodities, Supply-Chains and Structural Changes in Demand

·        Talk of a new commodity super-cycle may be premature ·        Once GDP growth returns to trend, commodity demand will moderate ·        Fiscal and monetary relief are key to maintaining growth and demand ·        Structural changes in energy demand will prove more persistent

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First In, First Out – China as a Leading Indicator

First In, First Out – China as a Leading Indicator

·        China was the first country to recover from the Covid-19 pandemic

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Review of Stock Market Valuations In 2021

Stock Market Valuations: Even a Slight Moderation of Fiscal and Monetary Expansion Could Precipitate a Crash

· As global stock markets continue to rise, commentators talk of a bubble · Shorter-term indicators suggest the markets have run ahead of fundamentals · Expectations about the speed of economic recovery from the pandemic remain key · Even a slight moderation of fiscal and monetary expansion could precipitate a crash

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A Review of Stock Market Valuations in 2021

A Review of Stock Market Valuations in 2021

· As global stock markets continue to rise, commentators talk of a bubble · Longer-term indicators present mixed signals about valuation · Expectations about the speed of economic recovery from the pandemic are key · A recovery in productivity growth relies on saving and investment in innovation

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US Stocks in 2020 and the Prospects for 2021

US Stocks in 2020 and the Prospects for 2021

· 2020 has been a torrid year for stock markets globally · Fiscal and monetary stimulus rescued investors from a brutal bear-market · Digital transformation has accelerated and fortunes of the technology sector with it · With mass-vaccination still some way off, 2021 will see many trends continue

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