21 March 2022 Contradicting investors I am a fan of the Bank of America Global Fund Manager Survey. Not only because...
21 February 2022 On the way to a new recession? The difference between US 10-year and 2-year yields has fallen to around 45...
14 February 2022 US Treasuries gaining appeal US 10-year yields rose above 2.0 percent last week. The last time 10-year yields...
07 February 2022 Making most of it while you sleep After its famous ARK vs. Berkshire Hathaway chart, the Financial Times recently...
10 September 2021 How supply chain disruption threatens the stock rally Contrary to what many central bankers and economists expect, “supply chain...
19 August 2021 Forecasting: fund managers smaller in equities Fund managers consider it less and less likely that the economy will continue to...
23 November 2020 ‘Equities can return up to 16% in 2021’ ‘It's a good time to be a bit more bullish again,' says Jeroen Blokland, head of...
