Read More 2 minute read OOther News Winter is Coming?… Part II: The case for low inflation1 December, 20211.2K views Winter is Coming?… Part II: The case for low inflation With US inflation running at +6.2% in October,…
Read More 2 minute read OOther News Winter is Coming? The case for and against high inflation22 November, 20211.2K views Inflation is running hotter than expected. US inflation was +6.2% in October, the highest since 1991. In Europe…
Read More 2 minute read OOther News Some reasons to be cheerful15 November, 20211.1K views Investopedia describes a ‘Santa Rally’ as the tendency for share prices to rise into the final weeks of…
Read More 2 minute read OOther News It’s lose-lose or win-win on climate change for investors (and everyone else too)8 November, 20211.0K views As we emerge from the pandemic, the world’s attention is turning toward the monumental task of transitioning to…
Read More 3 minute read OOther News The good, the bad… and the fantastic1 November, 20211.2K views Trepidation has certainly crept into financial markets in recent months, and rightly so! We’ve seen a self-inflicted slowing…
Read More 2 minute read OOther News Did last year’s recession create next year’s stock market winners?25 October, 2021984 views The 2020 pandemic forced businesses to radically adjust to lockdowns, restrictions on travel, and the sharpest economic downturn…
Read More 2 minute read OOther News IMF trims growth forecasts, but outlook remains positive18 October, 20211.2K views Inflation metrics have remained stubbornly high in many parts of the world, largely due to the ongoing supply…
Read More 2 minute read OOther News China has problems – but it also has savings11 October, 20211.1K views Volatility remained higher than normal last week, with the VIX Volatility Index reaching 21.3 – slightly above its…
Read More 2 minute read OOther News Evergrande saga continues / Fed sees light ahead / Germany waves goodbye to Mrs Merkel4 October, 20211.2K views Links: Post | Image
Read More 2 minute read OOther News Evergrande and China: How Should Investors Be Thinking About This Risk?27 September, 20211.2K views Fears last week over Evergrande’s ability to make good on its $300 billion of liabilities spilled into global…