We’ve spoken again to Paul Major, fund manager at BB Healthcare in order to hear his latest thoughts on the rollout of vaccines in the UK and what new data is telling us about the future of COVID-19.
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Last week we hosted a call with the MP Andrew Griffith and our clients, the subject being the long-term questions the UK needs to resolve to keep a competitive economic edge post-Brexit and post-pandemic.
In time for Chinese New Year, we present this interview with Shehzad Qazi. Shehzad is managing director of China Beige Book, the world’s leading China-focused data analytics and economic forecasting firm. He’s a frequent guest and contributor for American news networks and publications, and is also an elected member of the National Committee on U.S.-China Relations.
In our latest interview with the Silicon Valley entrepreneur Damien Scott, we explore the current market support for the EV opportunity..
Optimism is high, new EVs are rolling out under a more sympathetic presidential administration, mobility technology companies are increasingly using the SPAC route to market, rumours abound re a Big tech OEM tieup but does present infrastructure permit a smooth transition to an entirely electric future? And what are the lessons for a country like the UK also hoping to increase uptake of EVs?
With most attention in the political world this week drawn towards the first days of the Biden administration, a transitional period on the other side of the Atlantic is being overlooked – one that could have serious long-term effects of its own. Here, we take a look at the career and worldview of Armin Laschet, Angela Merkel’s (second) successor at the CDU and somebody who may become chancellor later this year.
In this note, we profile 9 cabinet and other senior nominations made by Joe Biden and examine how their backgrounds may influence the policies of the new administration. Beforehand, we cover the processes (and timescales) involved in confirmation.
This ESG Watch report focuses on Regenerative Agriculture and how current intensive farming practices might change as farmers and food companies move to adopt a more sustainable approach that protects the asset they have rather than denigrate it. The UK Agriculture Bill, with its emphasis on land stewardship, together with the EU Green New Deal, with its targets on food sustainability, are timely interventions to consider alternative regenerative farming methods, methods proven to enhance sustainability, reduce water usage, improve soil quality, increase yields and profitability.
This note examines the level of support for Big Tech regulation and antitrust action among politicians in Washington. While we think breakups of Silicon Valley giants are inevitable, the current composition of both parties on Capitol Hill may slow such moves down; however after Donald Trump’s bans from social media, we expect voter concerns about Big Tech to influence primaries for the 2022 midterms.
It’s too early to write the history of this pandemic, but to better understand its context and to explore our questions around lockdowns, casedemics and future preparedness, we turn to medical historian Dr. Mark Honigsbaum. Mark is a specialist in the history of infectious diseases; he’s the author of The Pandemic Century: A History of Global Contagion from the Spanish Flu to Covid-19 (W H Allen, 2020), and a senior lecturer in journalism at City University.
The Democrats appear to have won both Senate seats in Georgia and with that control of the Upper House; this gives Joe Biden greater mobility in confirming his cabinet in the coming weeks and attempting to get legislation passed (though qualifiers remain); we also look at how the losses will affect the Republican party in the next two years; are we about to see a return to fiscal conservatism or are the GOP’s voters not ready to abandon Trumpist populism just yet?
We start the year with an interview with Leslie Shaw on French politics and the issues that could prevent Emmanuel Macron from winning a second presidential term in sixteen months’ time. Leslie is an economist and faculty member at the ESCP business school’s Paris campus and shared his views with us on the post-COVID French economy, vaccine rollout, populism and religious unrest.
Are the January 5 Senate runoffs in Georgia the first of the Biden age, or the last of the Trump era? We profile the two races that will determine who controls the Senate; while the outcomes are too close to call, we show that of the three end scenarios, two will mean Republican Senate control. The third will raise questions about how far Democrats will go to avoid gridlock. Could a move to ‘simple majority’ Senate voting be in sight?
With the announcement of a post-Brexit trade agreement with the EU, we turned to the trade economist Shanker Singham for his thoughts on the deal. Shanker was a cleared advisor to USTR and to the UK Trade Secretary and has advised parliamentarians and government ministers on the overall approach to UK trade policy including the Brexit negotiations. He is also the Policy Lead of the Trader Support Service Consortium, which is delivering on behalf of HMG the implementation of the NI Protocol.
A report on the state of cybersecurity – an ever-shifting field – going into 2021. This is a field that has basic password protection at one end and classified government operations at the other we highlight notable incidents and trends from the last decade (plus the microcosm of 2020’s disruption) and the lessons they have taught businesses and governments.
For those interested in the fortunes of the commercial property market in the UK, we present this interview below with Will Evers, head of long income at LondonMetric. Will joined them from inception in 2010 having previously worked at LaSalle Investment Management and Bear Stearns. Will’s primary focus is to source and execute investment opportunities whilst having responsibility for the management and performance of their long income and retail portfolio. LondonMetric is a FTSE 250 REIT that owns and manages real estate that meets occupiers demands and delivers reliable, repetitive and growing income-led returns and outperforms over the long term.
Ahead of next month’s political changes in Washington and following some recent weaker U.S. jobs recovery data we thought it would be a good time to get an update on the construction outlook from Ken Simonson, chief economist of the Associated General Contractors of America [AGC];