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In my view the relentless rally in companies considered to be havens from the virus is now at manic proportions. Ownership is crowded and valuations are so ...

Welcome to the second half of 2020. During the first six months, the markets were faced with an impeachment, a pandemic, an economic calamity, civil unrest and perhaps the commencement of ...

The flaws and fragility of France’s and more broadly Europe’s over reliance on global supply chains, from the car industry to smart phones and pharmaceuticals has been exposed. We must question this interdependence and the