17 June 2022 Franklin Templeton sees more balanced policy risks Franklin Templeton, one of the world’s ten largest asset managers, this week...
16 June 2022 A rerun of the 1970s requires a profound rethink It’s not difficult to compare today’s era to the 1970s. An energy crisis, a hot...
09 June 2022 Han Dieperink: equity market may fall further Since 1926, the S&P 500 index has fallen by more than 20 percent fifteen times...
08 June 2022 World Bank warns of 1970s-style stagflation The World Bank on Tuesday warned that the global economy is facing a 1970s-style...
07 June 2022 Chart of the week: this valuation gets in the way When it comes to equity valuations, most investors are concerned with the price...
02 June 2022 JPM AM: ‘We came into crisis from position of strength’ Amid lingering fears of stagflation and a possible recession, investors are hard...
30 May 2022 Chart of the week: the ECB has turned! The decision is made. The ECB will also raise interest rates now that inflation...
25 May 2022 The fragile financing of the United States The US national debt recently passed the 30,000 billion dollar mark. Since March...
23 May 2022 Chart of the week: why are high yield spreads so low? Spreads on both corporate and high yield bonds have increased significantly in...
19 May 2022 ‘A good company is not necessarily a good stock’ Financial markets do relatively well when it comes to predicting the future...