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.
Stock markets have rebounded from their March lows on fiscal and monetary stimulus.
· 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
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
The coronavirus is a human tragedy, but the markets remain sanguine.
· US bond yields have been in secular decline since 1981 · Predictions of a bond bear-market have been premature for three decades · High indebtedness will see any inflationary yield surges quickly subdued
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