Duncan Wales

Tellimer Research

Chief Executive Officer @ Tellimer Research

Duncan Wales
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Global Themes / Global

Global Investment Themes for 2023

The global economy and markets have been buffeted by a series of crises this year. We assess the most fundamental trends and their potential impact on markets and investors in 2023, as the world recovers. Battles against inflation and recession, stru...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 22 November 2022
Global Investment Themes for 2023
Global Investment Themes for 2023
Weekend Reading / Global

Wake-up call for the West: While Russia fights, China prepares for war

It takes more than one event, one leader or one country to create a World War. The conflict in Ukraine and military rearmament in East Asia conjure unhappy echoes of the late 1930s. The West should have a more strategic eye on an increasingly confide...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 20 August 2022
Wake-up call for the West: While Russia fights, China prepares for war
Wake-up call for the West: While Russia fights, China prepares for war
Weekend Reading / Global

Investing is suffering from growing information asymmetry

Investment professionals and investors are increasingly separated from expertise. Trading in some investments has been democratised. But access to the information to make trading decisions has not. Can the creator economy ride to the rescue?
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 13 August 2022
Investing is suffering from growing information asymmetry
Investing is suffering from growing information asymmetry
Weekend Reading / Global

Biden reverses course on Saudi and Russia, swapping pariahs

In June 2021, newly elected US President Joe Biden took his first overseas trip, which included an in-person meeting with President Putin of Russia. Biden used the more discreet of the two meetings as an opportunity to ask Putin to stop cyber-attacks...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 23 July 2022
Biden reverses course on Saudi and Russia, swapping pariahs
Biden reverses course on Saudi and Russia, swapping pariahs
Weekend Reading / Global

The global food war

The past 25 years have seen a transformation in the way the world produces and consumes food. Population growth has driven some of the revolution but so has a benign economic backdrop – the shocks of the Dot.com bubble and global financial crisis not...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 28 May 2022
The global food war
The global food war
Weekend Reading / Global

The most dangerous moment in human history

> “We’re approaching the most dangerous point in human history… We are now facing the prospect of the destruction of organised human life on Earth.” This week, Russia said it will cut off its gas supply to Poland and Bulgaria as a result of their ref...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 30 April 2022
The most dangerous moment in human history
The most dangerous moment in human history

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