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Global economic activity lags despite post-holiday bounce

00:01 - 13/01/21

 

 

 

Listening to an old John Hempton odd lots appearance from a year or so ago, discussing banks

 

 

 

Gap between growth stocks and beaten-up sectors? Trust in bargains, or set aside traditional valuations, say Oaktree Capital's Howard Marks and GMO’s Jeremy Grantham

 

 

 

Share of people experience burnout by country

 

 

 

Researchers identified the events that had the greatest impact on public sentiment around the world. There was a melancholy mood throughout 2020, unsurprisingly

 

 

 

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