Real assets

Commentaries, podcasts and analysis

Trump's unsound dollar intervention idea

Trump’s unsound dollar intervention idea

US currency action could cause turmoil ...
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G20 must adapt to new global reality

G20 must adapt to new global reality

World approaching a dangerous tipping point ...
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Italy must revive sense of direction

Italy must revive sense of direction

Governing parties moving along unconnected tracks ...
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New evaluation for Belt and Road

New evaluation for Belt and Road

Calls for 'results-based co-operation' ...
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EU elections may dismantle Italy coalition

EU elections may dismantle Italy coalition

Strong gains for Salvini’s Liga could trigger election ...
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New evaluation for Belt and Road

New evaluation for Belt and Road

Calls for ‘results-based co-operation’ ...
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Fed should focus on winning over public

Fed should focus on winning over public

Central bank should embark on an intensive educational campaign across the US ...
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‘It’s still the economy, stupid’

‘It’s still the economy, stupid’

Next US election could be even more contentious than the last ...
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US Treasury misguided on IMF quotas

US Treasury misguided on IMF quotas

Stance will set back multilateralism, promote regionalism and damage US interests ...
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Belt and Road delivers crucial capital

Belt and Road delivers crucial capital

Initiative’s infrastructure boost parallels 1930s New Deal ...
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Power struggles weigh on South Africa

Power struggles weigh on South Africa

Ramaphosa must win major electoral mandate to pursue meaningful change ...
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‘Superstar firms’ fuel price volatility

‘Superstar firms’ fuel price volatility

Shifts in structure of product markets complicate central banks’ job ...
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