Weekly Market Update – A...
Earnings updates and recent economic data have aligned to allow investors to leave for their summer holidays largely relaxed. There…
13/08/25
Front of mind
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Article
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Article
China – Involution, deflation and...
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25
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Article
Weekly Market Update – Do...
Investors found some relief in July, with trade tensions easing, reports of a good earnings season, signs that the global…
07/08/25
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Graph
Graph of the Week –...
Former Federal Reserve Chair Alan Greenspan saw the percentage of people out of work because they quit their jobs voluntarily…
06/08/25
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Article
Summer reading ABC – From...
Using the letters of the alphabet to describe an event or a person can be an amusing pastime. What would…
06/08/25
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Article
Covid, AI, tariffs: An equity...
In this new paper, we show how a low-risk equity strategy has performed during the Covid crisis, the Magnificent 71…
04/08/25