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Planet Papers 1: A responsible recovery

Last Updated: September 30, 2025

Back to Planet Papers hub The virus has had a profound and sudden impact across the planet, and it will continue to affect our lives and influence economic activity for some time to come. Amid the continued uncertainty, the problems that grabbed the world’s attention in 2019 – climate change in particular – are not going away. The nagging need for systemic reform of the global economy stays constant.

  • Responsible Capitalism
  • Planet Papers
  • ESG
Articles

Investment Insights Q4 2020: How high can they go?

Last Updated: September 30, 2025

As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.

  • Investments
  • Global Economy
  • Markets
  • Economics
  • Investment Insights Report
Articles

Dog days aren’t over

Last Updated: September 30, 2025

The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.

  • The Sharpe End Podcast
Articles

All Coombs wants for Christmas is two (points)

Last Updated: September 30, 2025

It’s that time of year again where the whole Sharpe End team get together for the Christmas Special and become David’s judge and jury on the predictions he made for 2023 at the end of last year. Did David’s crystal ball serve him well in calling what happens to the bond markets, commodity markets, equity markets, and a few more random areas too!? Last year David managed 5.5 points, an advance on the 4.5 points of the year previous. Will his march toward prediction perfection continue, or will it all come crashing down to reality with a bump?

  • The Sharpe End Podcast