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...
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...