John Paul SmithThe UK Election; Corbyn’s demographic insurgency spells the end for the Liberal modelThe UK election is a seismic event along the lines of Mrs Thatcher’s victory in 1979, as it represents the polarisation of British politics…Aug 17, 2017Aug 17, 2017
John Paul SmithChina: Running to a Stand StillThe strategic imperative of authorities in Beijing is the preservation of social cohesion and by implication the political hegemony of the…Dec 16, 2016Dec 16, 2016
John Paul SmithCorporate control; the critical factor in EM equity portfolio constructionThe vast majority of emerging market equity fund managers discuss their portfolios with current and prospective clients in terms of…Dec 13, 2016Dec 13, 2016
John Paul SmithChina: Trump’s First Crisis?The ascension of President Trump could trigger a financial crisis within China with global implications.Nov 14, 20161Nov 14, 20161
John Paul SmithGlobal corporate control survey; a New Perspective for InvestorsThe impact of politics on minority investors and broader asset allocation is a topic of increasing importance, but has been bereft of a…Sep 28, 2016Sep 28, 2016
John Paul SmithBrexit; Unintended ConsequencesSummary: Expect further volatility from UK leadership changes, although we may be oversold. The worse markets get, the less likely Brexit…Jul 6, 2016Jul 6, 2016
John Paul SmithThe Ecstrat approachEcstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments…Jun 28, 2016Jun 28, 2016
John Paul SmithPolitics, Governance & ChinaThe below is an excerpt from our June Government’s and Markets Report for subscribers.Jun 7, 2016Jun 7, 2016
