The pandemic has changed the dynamic of the UK-EU trade negotiations irremediably. A no-deal outcome is not only probable but could even be preferable now, writes Victor Hill.
Filipe R. Costa explores the potential for a recovery in airline stocks, while protecting against the possibility of future lockdowns.
Victor Hill takes a look at how ‘big tech’ will be omnipresent, post-pandemic, in the fight to contain and suppress Covid-19 and future pathogens.
Viruses are an inevitable part of life on this planet. We can only hope that the next time a pandemic hits, lessons will have been learnt from the catalogue of errors inflicted on us all during 2020, writes Tim Price.
The Covid-19 pandemic will be the best documented and most analysed in history. But the long-term impact will be in terms of changes in behaviour, writes Victor Hill.
Even Tory loyalists admit that the UK mortality figures are dire and the economic consequences of lockdown are grave – but Victor Hill refuses to blame Boris Johnson.
The Imperial College pandemic model was never peer-reviewed – until now. There are parallels between epidemiological models and catastrophic hedge fund “black box” investment strategies. Victor Hill has been scribbling in his Plague Year journal again.
Inside the mind of the Master Investor: Jim Mellon updates his readers on his latest thoughts on the markets and investing activities.
Test, track and trace – this is the new formula to contain this and future pandemics. Victor Hill makes another entry in his plague journal.
What has worked in markets, for the last decade at least, may well not work in the future over the medium term. Investors need to keep an open, flexible mind, writes fund manager Tim Price.
