04 November 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...
28 October 2022 Enough to drive you crazy In an earlier column here I defended Liz Truss. I expressed support not so much...
24 October 2022 Chart of the week: inflation drives profits down Corporate profits will not fall even if economic growth declines, because of...
20 October 2022 The effect of inflation on corporate earnings The big difference between bonds and equities is that cash flows in bonds are...
17 October 2022 Chart of the Week: What’s in store for bonds The ISM Manufacturing Index is not only an important indicator of future growth...
17 October 2022 In-house valuation teams add value to AIFM clients In-house valuation teams, with experts for every asset class, will become a...
10 October 2022 Chart of the Week: Is Credit Suisse a systemic risk? European financials are in the spotlight again. And once again, it is not...
05 October 2022 Graph of the week: more than a pound of trouble UK financial markets are in "turmoil". This somewhat CNBC-esque opening, however...
26 September 2022 Graph of the week: Eurozone is down but not out After consistently recording fat pluses over the past decade, the euro area's...
22 September 2022 Probably the best and worst year ever for bonds This will probably be the worst but also the best year for bonds ever. Rising...
