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.

 
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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Stock Market: Relax, Rotate, Reflate

Stock Market: Relax, Rotate, Reflate

With US elections over and a vaccine in sight, financial market uncertainty has declined Rotation has seen a resurgence in those stocks battered by the onset of the pandemic Monetary and fiscal spending will continue until inflation returns November has been an interesting month for financial markets around the world. The US Presidential election came and went and with its passing financial market uncertainty diminished.

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The Prospects for Emerging and Frontier Markets in the Post-Covid Environment

The Prospects for Emerging and Frontier Markets in the Post-Covid Environment

The Covid-19 pandemic has accelerated several economic trends.

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Step-Change at the Fed – Reaching for the Stars

Step-Change at the Fed – Reaching for the Stars

·        The Federal Reserve has changed the emphasis of their dual mandate ·        Inflation targeting will become more flexible in the long-run ·        Full employment has become the Bank’s priority ·        Asset markets will be the immediate beneficiaries

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When Does a Recession Become a Depression?

When Does a Recession Become a Depression?

Defining a depression as opposed to a recession is open to wide interpretation Recessions are a natural part of the credit cycle Depressions are destroyers of a nation’s wealth Fiscal policy can help ease the pain of ‘creative destruction’ but long-term planning is key

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