Insights and perspective from Oxford’s Investment Management Group, the Oxford Investment Fellows® and other Oxford thought leaders.
Gradually, then suddenly. The hallmarks once reserved for emerging markets—currency volatility, financial repression, unsustainable debt loads—are becoming unmistakable features of developed economies. Behind the façade
Full disclosure: I’m a relative AI neophyte, no one’s idea of a stock picker, and most of my favorite market philosophers are long-dead Austrians. With
An Era of Policy ShocksWe are witnessing a historic inflection point in global trade policy. In recent weeks, the US administration has enacted sweeping tariffs—raising
The global markets in 2024 presented a complex landscape for investors, shaped by geopolitical tensions, evolving monetary policies and divergent economic trajectories. Inflationary pressures and
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