by Mawer Investment Management, via The Art of Boring Blog
To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of storytelling, narratives can, and do, shape the economy.
Finanz und Wirtschaft – Nobody knows what will happen
Howard Marks, co-founder of Oaktree Capital, gives a great interview on valuations, ETFs, central banks, and more.
And, for a recommended read within a recommended read, check out a related article from Schroders about potential effects of quantitative tightening in the U.S.
L2 Gartner – It's time: break up big tech – (video, 33 min)
A passionate argument from Scott Galloway (author of The Four: the hidden DNA of Amazon, Apple, Facebook, and Google) for why we should break big tech’s influence—“because we’re capitalists.”
The Atlantic – What Putin really wants
Peer through a long-read telescope into the political heart of Russia.
Collaborative Fund – The greatest story ever told: how narratives shape the economy, and why our ability to tell stories is changing
A narrative illustrating how narratives continue to shape everything. Also, a compelling argument for rethinking how we think about investing.
This post was originally published at Mawer Investment Management
