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Opinion
Opinion
September 8, 2026
Farewell to the new normal
The period after 9/11 ushered in an era of war, crises, low growth and fading faith in progress…
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Opinion
September 7, 2026
Why your view of the stock market is shaped by your neighbours
Investors like to think that their view of the market is based on hard numbers and a broad…
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Opinion
September 7, 2026
Chart of the week: primary budgets are the main reason to adjust your portfolio
When primary budget deficits, the budget deficit excluding interest expenses, are presented, many…
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Opinion
September 1, 2026
The value of quality
Value and quality both generate excess returns in equities, but in many respects they are opposites…
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Opinion
August 28, 2026
Tensions in Iceland and why they matter to the ECB
Things are getting tense in Iceland! Iceland? Isn’t this the ECB Watch column? Yes, it is. But we…
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Opinion
August 24, 2026
The puzzle of the calm market
Investors often overreact to news. Yet all that overreaction does not necessarily make the stock…
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Opinion
August 21, 2026
Scotch Bes
Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Opinion
August 18, 2026
Financial innovation in Jackson Hole
Since 1982, central bankers and economists have gathered in Jackson Hole, Wyoming. This year’s…
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Opinion
August 11, 2026
Fuel for a bubble
Until Friday, the direction of travel seemed clear. Markets were pricing in a September rate hike by…
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Opinion
August 10, 2026
Does your fund manager think like a household?
Ask an investor why they are buying a stock, and the answer is fairly predictable: the company is…
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