HyperNormalTimes
Written by our Director of Equity Advisory, Jeremy McKeown, the HyperNormalTimes provides in-depth and considered long-term commentary on major macroeconomic and market-shaping themes.

17/09/2023
Former Sick Man of Europe Gets Shot in the Arm
the UK's higher GDP number will feed through into quantitative screening models of global asset allo […]

30/08/2023
What Worries Central Bankers
Jackson Hole's primary purpose is for central bankers to share ideas from within the rarefied academ […]

20/08/2023
The Space Race Moved South of Richmond
To the North, most of the Cathedral's attention is on what Musk is doing to their favourite social […]

12/08/2023
The Turning ESG Tide
The future of ESG is changing, but key questions remain. Is the era of sustainable, socially respons […]

31/07/2023
Mindsets & Narratives
We must look into ourselves to understand who we are and what type of investor we want to be as we t […]

23/07/2023
Is it OK to be Human?
Should we die to save the planet or give up and be enslaved by AI? […]

09/07/2023
Break Point, Expectations & Recovery
Looking for recovery catalysts is often less effective at times like this than adopting a nothing-to […]

25/06/2023
Titanic Risks in Threadneedle Street
How groupthink and recency bias did for the Titanic and the UK’s monetary policy. […]

18/06/2023
The Battle Against Entropy
Staying in the game with good health and cashing in on life's experience dividends in a timely manne […]

11/06/2023
Price & Value – Bubbles & Butts
If Nvidia represents an emergent bubble, then small and micro-cap UK equities represent the dregs th […]


21/05/2023
Macro Risks, Uninvestable Banks & Other Opportunities
Geopolitical and AI present radical uncertainty, but while you can it is OK to list in London. […]