Steve Jobs once remarked that 'innovation distinguishes between a leader and a follower', an observation which will become increasingly important as the 2020s progress and the challenges emanating from the exogenous shock of the pandemic build. It is always tempting to focus on macro-level fiscal, trade, price level and economic growth factors, but all of these are built upon billions of smaller decisions at both the personal and corporate level.
It is all about being the change yourself.
As per normal I appeared on the VOX Markets podcast here talking about markets and some general global stock observations
Meanwhile on ShareProphets, my three favourite articles were...