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Opinion
Investissement
7 novembre 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
4 novembre 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
28 octobre 2022
Enough to drive you crazy
In an earlier column here I defended Liz Truss andI expressed support not so much for the content of…
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Investissement
24 octobre 2022
Chart of the week: inflation drives lower, not higher profits
Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Investissement
20 octobre 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
17 octobre 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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Investissement
17 octobre 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
10 octobre 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
6 octobre 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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Opinion
26 septembre 2022
Graph of the week: Eurozone is down but not out
After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
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