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.

 
After the Flood – Beyond Fiscal and Monetary Intervention

After the Flood – Beyond Fiscal and Monetary Intervention

Monetary and fiscal stimulus to ameliorate the effect of the pandemic has exceeded $9trln Stock markets have recovered, although most are below their February highs The combined supply and demand shock of Covid-19 is structural A value-based investment approach is critical to navigate the transition

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A Brave New World for Value Investing

A Brave New World for Value Investing

Stock markets have rebounded from their March lows on fiscal and monetary stimulus.

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A Rose by Any Other Name - Corona Bonds and the Future of the Eurozone

A Rose by Any Other Name - Corona Bonds and the Future of the Eurozone

·        A European fiscal spending package worth Euro 540bln has been agreed ·        Eurozone bonds have crashed and recovered ·        Corona Bonds have been found unnecessary ·        The issue of Eurozone backed Eurobonds will not go away

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Epidemics, Economic Growth and Stock Market Performance

As the COVID-19 pandemic gathers momentum, history offers too few data points The Spanish Flu is the nearest comparison – similarities are matched by differences Clinical trials have started, but the rise in new cases is slowing in China already Global economic growth will suffer, but monetary and fiscal stimulus should support stocks

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When the Facts Change

The coronavirus is a human tragedy, but the markets remain sanguine.

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