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Opinion
Opinion
November 11, 2022
The housing market crisis is in full swing in some places
Although inflation has made its comeback in Western economies after decades of oblivion (the great…
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Investing
November 7, 2022
Graph of the week: Inverted yield curve? Don't panic
As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion…
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Opinion
November 4, 2022
In Flux: It’s like we lost Taiwan, or Canada
The data leaves no doubt about it. This year is a tough one for investors everywhere. It’s very…
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Opinion
October 28, 2022
Enough to drive you crazy
In an earlier column here I defended Liz Truss. I expressed support not so much for the content of…
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Investing
October 24, 2022
Chart of the week: inflation drives profits down
Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Investing
October 20, 2022
The effect of inflation on corporate earnings
The big difference between bonds and equities is that cash flows in bonds are fixed in advance. It…
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Opinion
October 17, 2022
In-house valuation teams add value to AIFM clients
In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Investing
October 17, 2022
Chart of the Week: What’s in store for bonds
The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Opinion
October 10, 2022
Chart of the Week: Is Credit Suisse a systemic risk?
European financials are in the spotlight again. And once again, it is not because of anything good…
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Opinion
October 5, 2022
Graph of the week: more than a pound of trouble
UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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