Showing 1 - 10 of 27
News, Published on 12/12/2024
» Whatever 2025 holds for world markets, talk of an end to business cycle investing eerily reflects past periods of hubris and makes all the persistent bullishness seem slightly reckless.
News, Published on 25/10/2024
» Fears that Middle East instability would create an energy price shock have proven unfounded over the past year. But investors may be thinking about this crisis' potential risk premium in the wrong way. Instead of focusing solely on energy prices, they should consider what could happen if an escalating conflict impacts Gulf states' trillions in global investments.
News, Published on 11/10/2024
» The dollar just had its best week in two years, showing once again how dangerous it can be to bet against the US currency if the rest of the world just won't let it drop.
News, Published on 12/08/2024
» What looks like a financial market in disarray may instead just be normalisation that will ultimately help insulate investment portfolios rather than sending them to the ground.
News, Published on 05/07/2024
» Some might wonder why it took so long, but the risk that this year's key elections exaggerate rather than rein in bloated public debt is finally seeing long-term sovereign bonds rear up.
News, Published on 11/06/2024
» This week's milestone G7 interest rate cuts dispel any notion that hitting 2% inflation targets spot on is a precondition for central bank moves or indeed sensible -- and may guide thinking on the Federal Reserve and Bank of England too.
News, Published on 15/02/2024
» Globalisation may have stalled amid the fiery geopolitical posturing of recent years, but many doubt it's in reverse, given that supply chains have been re-routed rather than returned home and overall trade volumes are less disturbed than first feared.
News, Published on 14/09/2023
» Whether China has become "uninvestable" or not, avoidance of the world's second-largest economy suggests the economic and political risks there have simply become too hard to assess.
News, Published on 31/08/2023
» In an investment world trumpeting new-found ethical and sustainability guidelines, the seeming indifference of markets to democratic credentials still remains stark.
Published on 14/05/2021
» Americans don’t have a reputation for being savvy money savers. In the most recent Consumer Financial Protection Bureau Financial Well-Being Survey pre-pandemic, 61% of participants felt that they were “just getting by” financially, and 57% weren’t prepared for a financial shock. In fact, a whopping 73% of respondents were already concerned that their savings wouldn’t last even without a catastrophe. When the COVID-19 pandemic struck, causing millions of Americans to lose their jobs, a lot of people took an opportunity to step back, take a good hard look at their financial situations, and decide that they had to make some significant changes.