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Global Matters Weekly - 2020

Read our Weekly blogs from 2020

February

Unknown unknows: the coronavirus, by Michael Clough - 3 Feb 2020

Opportunities to leapfrog in EM, by David Lashbrook, CFA - 10 Feb 2020

Who cares wins, by Andrew Hardy, CFA - 17 Feb 2020 

The dangers of DIY, by James Klempster, CFA - 24 Feb 2020 

March

Breathe, think, act, by Lorenzo La Posta - 02 March 2020

Tipping Point, by Alex Harvey, CFA - 09 March 2020

The Bear Necessities, by Robert White, CFA - 16 March 2020

(iI) Liquidity of Property, by Jackson Franks, CFA - 23 March 2020

China's Recovery, by Stephen Nguyen, CFA - 30 March 2020

April

Somethings never change, by Michael Clough - 06 April 2020

Drop the top, by Richard Stutley, CFA - 20 April 2020

Covid-catalysed structural changes in global real estate, by David Lashbrook, CA (SA), CFA - 27 April 2020

May

Risks & Opportunities in Fixed Income, by Andrew Hardy, CFA - 04 May 2020

Size Matters, by James Klempster, CFA - 11 May 2020

Steering Clear of Losses, by Lorenzo La Posta - 18 May 2020

June

The SpaceX Factor, by Alex Harvey, CFA - 01 June 2020

Playing the odds, by Robert White, CFA - 08 June 2020

Looking Forward, by Jackson Franks, CFA - 15 June 2020

The Great Disconnect?, by Stephen Nguyen, CFA - 22 June 2020

TISATAAFL, by Andrew Hardy, CFA - 29 June 2020

July

Lessons from Japan, by Richard Stutley, CFA - 06 July 2020

Socially (Un) Acceptable, by Michael Clough - 13 July 2020

2020 - a rollercoaster ride, by James Klempster, CFA - 20 July 2020

How flow can you go?, by Alex Harvey, CFA - 27 July 2020

August

Spaghetti Western, by Lorenzo La Posta - 03 August 2020

Safe Hands in Troubled Times, Robert White, CFA - 10 August 2020

Fast Forward 10 years, Jackson Franks - 17 August 2020

The Road Map to Success, by Stephen Nguyen - 24 August 2020

September

Yellow metal, green lights, by Andrew Hardy, CFA - 07 September 2020

Realpolitik, by Richard Stutley - 14 Septemer 2020

Staying out of the Rough, by Michael Clough - 21 September 2020

The Long & Short of What's Next, By James Klempster, CFA - 28 September 2020

October 

The Perfect Storm, by Alex Harvey, CFA - 05 October 2020

Ipse dixit? No, thanks, by Lorenzo La Posta, CFA - 12 October 2020

Relationship Problems, by Robert White, CFA - 19 October 2020

ESG: Don't be a spectator, by Jackson Franks - 26 October 2020

November

Inflated expectations?, by Stephen Nguyen,CFA - 02 November 2020

Cheque List, by Michael Clough - 09 November 2020

Light at the end of the tunnel, by Christopher Butcher - 16 November 2020

Road to Recovery, by Andrew Hardy, CFA - 23 November 2020

A brief history of how to lose money, by Richard Stutley, CFA - 30 November 2020

December

A Pack of Wolves by Lorenzo La Posta - 07 December 2020

Scotched Eggs by Alex Harvey, CFA - 14 December 2020 

Annual Compendium

The Global Matters weekly readership has picked up greatly over the past five years and once again we mark the end of the year by sharing a compendium of 2020’s articles.  Across dozens of blogs, which incorporate a mix of investment insight with topical twists, this charts our journey through what has been the most extraordinary year. 

Global Matters Annual Compendium 2020