23rd January 2018
Equity markets have started the new year with a powerful rally. At the same time the great bond bull-market, which dominated capital markets for the last four decades, has finally come to an end. George Cooper, Equitile's Chief Investment Officer, looks at why equity markets are performing so well, despite rising interest rates. Improving global growth is the obvious answer, but monetary policymakers permitting or perhaps even encouraging higher inflation, adds an interesting additional dimension to the story. George explains why the inflation protection offered by equities may become more valuable.
Is corporate debt addictive?
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Bloomberg Radio - Equitile’s Cooper: How to Fix Economics
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An Impossible Trinity?
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Interview with our Chief Investment Officer, George Cooper
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Seductive Charm
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'Fixing Economics' by George Cooper: Book Review
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Hanging the Wrong Contract?
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Undoing the Mistakes of QE
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Build a company on prudence and trust, not debt
2
Tales of an Astronaut - Lessons from the Unknown
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Tim Haig interviews George Cooper
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Revival of the Fittest
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Panama Papers create a golden opportunity for UK fund houses
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Fair Fees
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An interview with World Finance
2
The Origin of Financial Crises
2
Captain Kirk and the science of economics
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John Authers of the Financial Times in conversation with George
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The Lost Shield? - The small print in Trump's tax plan
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Debtonator - How Equity Can Work for All of US
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Lumbering corporate dinosaurs face mass extinction
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George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible
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Is it time to rethink monetary policy?
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Can fair fees make active managers more sustainable?
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Money, Blood and Revolution
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Still Flashing Green: Equities in a world of higher growth and financial repression
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Crisis Economics
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How to Invest - Individual Investors
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George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds
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A creditable recovery
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The unspoken political truth about debt
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Debt & the magical mathematics of Brahmagupta
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Why ownership matters more than ever
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How to Invest - Professional Investors
1
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