What We Do

 Capital Dialectics analyzes core macro drivers of economic activity and capital market returns such as corporate profitability, monetary policy, valuation and geo-politics with the intention of helping institutions navigate a rapidly changing environment. Guiding the analysis is a world view articulated in “Towards a new world order” which is available here( hyper-link).  A number of themes such as the convergence of fiscal and monetary policy, the tension between owners of capital and labour, decarbonization, and de-globalization receive particular attention in our analysis.