Home Investments, trends and recommendations (Nov 2020)

GEAB 149

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Nov 2020

Investments, trends and recommendations (Nov 2020)

Material wealth: give nothing away

Tomorrow’s world will be digital, that’s for sure. But not before it has been regulated, organised and controlled. As things stand today, there are too many dangers hanging over this ecosystem – soon to materialise, as we see in this issue – for us to entrust our goods and wealth to it. Cash, gold, jewellery, real estate, land… make sure you don’t get rid of it. Quite the opposite, in fact! The idea is not necessarily to make money, but to avoid losing everything, in case the next rogue wave comes crashing in.

Chinese debt: Why not you?

Foreign investors are rushing into Chinese debt. The Covid-19 crisis, from which China has already emerged, has been reinforcing this trend. Since the beginning of the year, $44 billion USD have gone into Chinese policy bank bonds (bonds issued by three Chinese state banks[1]) which bode for the imminent arrival (probably in January) of Chinese bonds on the British FTSE index, adding €121 billion of Chinese debt made accessible to foreigners. It should be remembered that the yield on Chinese bonds is around 3.7% (vs. German bonds at -0.1% and US bonds at 0.7%). 

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Contents

As the media heralds the Democrat candidate’s victory in the US presidential election, Europe is going through another of the great hallucinations that we described last month in the GEAB: [...]

With this article, the LEAP team opens up to a still little-known dimension of the 21st century: the cyber-world, where a society is developing, interacting and operating outside of any [...]

Even though the world is still counting its Covid deaths and assessing the consequences of this crisis onto its financial markets, economy and society, perhaps it is already time to [...]

The Amazon is at risk of dying. We have known that for decades, but recent studies and political events have shown that the demise of the Amazonian rainforest is much [...]

In the week we publish GEAB there are some very big events that we have to bring to your attention: 12-16 November: ASEAN summit / Vietnam. The debates focus on [...]

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