07 April 2022 Chart of the week: What do we really know about inflation? Most research papers on inflation focus on the period from 1950, after World War...
31 March 2022 Moral hazard After the stock market crash of 1987, measures were taken to prevent a new...
28 March 2022 Chart of the week: end of the housing bubble? US mortgage rates have shot up since the start of this year. The 30-year fixed...
24 March 2022 A bull market for inflation The biggest risk for investors at the moment is high inflation. While the market...
21 March 2022 Contradicting investors I am a fan of the Bank of America Global Fund Manager Survey. Not only because...
24 February 2022 The second Cold War is hot Western leaders are struggling with their response to Putin's latest challenge...
17 February 2022 The year of the stock picker For two decades in a row money has money has flowed out of active funds. Last...
10 February 2022 Draghi’s promise is at stake President Biden and Olaf Scholz, the new German Chancellor, are not on the same...
02 February 2022 'Wealthtech needs humans' As the asset management industry embraces wealthtech, its business model has...
11 January 2022 Economist's view: the oil crisis of 2022 The two oil crises of the 1970s are notorious. In 1973, the oil price went from...
