The Dollar is Our Currency, but It’s Your Problem

We explain the four reasons why we expect a weaker dollar – currently overvalued USD, over-ownership by foreign investors, unsustainable imbalances for the U.S. and the administration's goals - and discuss the implications for the CNY, bond yields, sectors and investors.

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AI Eats World: Five Themes for 2025

To demonstrate the acceleration of the pace of progress in AI, this paper discusses five of the most important AI themes in play today: physical AI, China’s ascending capabilities, Trump’s tech agenda, agentic AI and open-source models.

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The New Global Order

We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.

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The Dollar is Our Currency, but It’s Your Problem

August 18, 2025 - 25 min read
AI Eats World: Five Themes for 2025

December 5, 2025 - 10 min read
The New Global Order

May 5, 2025 - 25 min read

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