Are bond markets sniffing out a strong economy?
There have been big moves in long-term interest rates in recent weeks and there is no consensus on…
Is the future of AI in your sunglasses?
The hype around artificial intelligence (AI) this year has propelled the share prices of many related companies to…
Nuclear Power May Offer Underappreciated Upside to Investment Portfolios
Most commodities have seen major declines in price this year, following a spike in prices in 2022. Oil…
Investment Returns from UK Assets Could Surprise to the Upside
Last week we explained why we think Japan could offer interesting investment opportunities for investors in coming years. …
Has the time finally come to invest in japan?
When the consensus view on a particular asset is negative, or at the very least, not particularly optimistic,…
Trouble in Paradise: Investing in Climate Change Mitigation is Not Easy!
The global need to invest in de-carbonisation efforts is clear. Carbon and other greenhouse gas emissions from human…
Forget the 70s, It Could Be the 1940s We Are Reliving!
The Consumer Price Index (CPI), a measure of inflation in the US, spent much of the 1990s below…
What did we learn this corporate earnings season?
Corporate earnings season for the second quarter of 2023 is close to completion now, with most listed companies…
The butterfly effect: Lurches in energy markets
It is rare in any sector of the economy for talks between a trade union and employers to…
Beware looking for reasons to worry…
A classic staple of past bull market cycles has been the proclivity of markets and market participants to…