1. Trump's America & Fortress China
30 Mar 21
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
10. China's Development Plans for 2021-2035
30 Mar 21
Inferential Focus
Charles Hess
Charles Hess
President
Charles developed the technique of inference reading while earning his B.A. in Political Science at the University of Rochester. By reading outside his field of study, he found he was able to create connections and piece together a more realistic perspective of world economic, political and social events. Recognising the implications of inference reading for business, Mr. Hess helped develop its steady growth and development. In 1980, as a leader in the field, he helped found Inferential Focus.
11. The Big Liquidity Story
30 Mar 21
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
12. US Politics and Economics in 2021: The Establishment Strikes Back
30 Mar 21
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
14. Video Gaming Sector: Highlights of 2020 and Thoughts on 2021
30 Mar 21
Gossamer Consulting Group
Eric Kress
Eric Kress
Founder
Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
16. Biden, Brexit and the Pandemic in 2021 & 2022
30 Mar 21
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.