It’s lose-lose or win-win on climate change for investors (and everyone else too)
As we emerge from the pandemic, the world’s attention is turning toward the monumental task of transitioning to…
The good, the bad… and the fantastic
Trepidation has certainly crept into financial markets in recent months, and rightly so! We’ve seen a self-inflicted slowing…
Did last year’s recession create next year’s stock market winners?
The 2020 pandemic forced businesses to radically adjust to lockdowns, restrictions on travel, and the sharpest economic downturn…
IMF trims growth forecasts, but outlook remains positive
Inflation metrics have remained stubbornly high in many parts of the world, largely due to the ongoing supply…
China has problems – but it also has savings
Volatility remained higher than normal last week, with the VIX Volatility Index reaching 21.3 – slightly above its…
Evergrande and China: How Should Investors Be Thinking About This Risk?
Fears last week over Evergrande’s ability to make good on its $300 billion of liabilities spilled into global…
US recovery deepens its roots
US recovery deepens its roots The latest forecasts for US GDP growth are +7% year-on-year (YoY) for the…
Economic data hiccup in the US, does this mean tapering is on hold?
Economic data hiccup in the US, does this mean tapering is on hold? Two important economic data releases…
Sentiment buoyed by Jackson Hole
Sentiment buoyed by Jackson Hole In the final days of August, global markets turned their attention to the…