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Thoughts from a Renaissance man – REER model – global recession scenario   October 9, 2019
Metals & Mining: Optimal debt - Key driver of shareholder returns   August 30, 2019
Thoughts from a Renaissance man: A brief presentation on the trade wars   August 6, 2019
Thoughts from a Renaissance man – How many babies are too many?   July 31, 2019
Metals & Mining – Cheap valuations – real or illusion?   May 28, 2019
Thoughts from a Renaissance man – Emerging and Frontier Markets – Macro data book 2019   May 3, 2019
Institutional Investor Fixed Income 2019 Survey - Please Vote   April 26, 2019
Thoughts from a Renaissance man – FX views from the Volga to the Volta   March 20, 2019
Thoughts from a Renaissance man: Turkey: 2020+ uncertain, 2019 looks good   February 7, 2019
2019 Outlook & ESG   January 14, 2019
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