Scarcity Becomes Common
Magellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
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Record Inflation Could Trigger a Fresh Eurozone Crisis
As Magellan’s Michael Collins writes, any inflationary crunch in the Eurozone would centre on Italy, have no obvious solution and remind that the euro’s frailties are unaddressed.
Read MoreSuperbugs Are Outsmarting Antibiotics
As Magellan Investment Specialist Michael Collins explains, a market failure means pharmaceutical companies are failing to address the threat of increasingly drug-resistant “Superbugs”.
Read MorePowell Seeking to Rid the US of Inflation Without Shedding Jobs
Fed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MoreCentral Banks Going Green to Questionable Avail
As Magellan Investment Specialist Michael Collins argues, a loss of autonomy to fight inflation is just one of the dangers of the central banks’ current course of action.
Read MoreAnother Era of Quantitative Tightening Beckons
The first era of quantitative tightening fizzled. Magellan Investment Specialist Michael Collins wonders if asset-selling – aka money destroying – can help fight inflation this time?
Read MoreThe Pandemic Has Changed the Future of Work
Remote work is ensconced. A ‘Great Resignation’ is underway in the US. As Magellan Investment Specialist Michael Collins explains in this article, neither might last.
Read MoreHow High Can Government Debt-to-GDP Ratios Soar?
Somewhere a ceiling exists. But, as Magellan Investment Specialist Michael Collins argues, trouble is brewing, especially in the eurozone and emerging countries.
Read MoreWhat the NFT is the Metaverse?
The “Metaverse” has recently leapt to prominence. Magellan’s Michael Collins argues that this touted ‘embodied internet’ might take a while to arrive and underwhelm when it does.
Read MoreGreen Hydrogen Central to Net Zero Plans
Plenty of countries are hyping “Green” Hydrogen as a key pathway to net-zero emissions. But for that to happen, Magellan’s Michael Collins argues, a cost disadvantage needs to be overcome first.
Read More‘Reaching for Yield’ into Corporate Debt Takes On a Risky Hue
Covid and its associated consequences have forced many businesses to survive on debt, not economic viability. This, as Magellan’s Michael Collins argues, increases the risk of broader financial instability.
Read MoreRansomware is So Rife it’s a Threat to National Security
Magellan Investment Specialist Michael Collins argues that cracking down on cryptocurrencies might ruin the risk-reward calculation for the criminals behind the proliferation of ransomware.
Read MoreSpace Exploration is Going Private
The commercialisation of space comes with unknown promise but known risks. Magellan Investment Specialist Michael Collins has a look at why those involved aren’t so easily deterred.
Read MoreBig Tech’s Success Incites a Backlash
Many think the internet giants are too big for society’s good. But even a rethink of competition policy along such lines is unlikely to curb the largest platforms. Magellan’s Michael Collins with more.
Read MoreLessons from Covid-19
Magellan’s Michael Collins writes that, among the many messages Covid has given us, is the notable one that competence matters during emergencies, but is hard to achieve.
Read MoreElectric Vehicles Are the Next Revolution in Automobiles
Electric Vehicles are the next revolution in automobiles, but Magellan’s Michael Collins believes problems need to be overcome to hasten the switch and cement the climate benefits.
Read MoreMajor Countries Are Pondering Issuing Digital National Currencies
Is a watershed reengineering of money underway? Magellan Asset Management Investment Specialist Michael Collins shares his thoughts on the subject.
Read MoreChina’s Dual Circulation Plan for a Hostile World
Domestic production gets priority in a strategy that seeks to boost China’s ‘soft power’, writes Magellan Asset Management Investment Specialist Michael Collins.
Read MoreThe Catch-22 that Grants Platforms Unique Legal Immunities
But efforts to rein in the US-based CDA section 230 protections pose dilemmas that prevent watershed action. Magellan’s Michael Collins explains why.
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Germany Seems Poised to Only Ever Do the Minimum to Support the Euro
Public disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo, writes Magellan’s Michael Collins.
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The US Senate Result Could Reverberate For Decades
Any quest to alter the constitutional order would be more proof of how primary contests are destabilising US politics.
Read MoreA Coming Political Fight Due To The Pandemic? Intergenerational Equity.
The young will want to be compensated for protecting the elderly from COVID-19. But their quest will come with risks.
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Apps, Backed By ‘Dark Kitchens’, Are Changing Food Delivery
Even though the platform attack is hobbled by poor economics, restaurants are under threat – especially during a pandemic.
Read MoreThe Psychological Effects Of The Pandemic Are Likely Already Huge
These social, political, and economic changes can be grouped into four categories; new, accelerated, busted, and possible trends.
Read MoreThe Coronavirus Is Tearing At The Fragilities Of Italy And The Eurozone
Solutions to appease the crisis face political hurdles. A default or euro exit are possible.
Read MoreCOVID-19 Is Posing Ethical Challenges For Policymakers
The dilemma can be framed as lives versus livelihoods; at its most pointed, lives versus lives.
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Technology Is Reshaping Modern Medicine
But ethical and economic challenges could limit the benefits medtech brings to healthcare.
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The ‘Streaming Wars’ Could Penalise Viewers
Signs have emerged that Netflix’s dominance is weakening even before the new competition lands. And it’s likely to get tougher for Netflix and others when the Hollywood household names arrive.
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A Privately Issued Digital Currency Could One Day Deserve ‘Reserve’ Status
Such are the prospects for mainstream acceptance for something like Facebook’s Libra. But the hurdles are daunting too.
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