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Outlook Q3: Nearing the limit
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On governance, and spotting corporate cons
Despite all the regulatory and legislative safeguards that have been put in place in the last few decades, corporate frauds are still frequent. Investors can mitigate exposure by adopting a diligent approach to governance and watching out for red flags.
Like it's 1979
Having doubled over the past five years again, the rise and fall of gold a decade ago provides one template for what might happen next. But it is possibly not the best guide to what could unfold. For those with a longer-term perspective, the key year to understanding where gold goes from here is 1979.
Our picks
Lessons from the frontline
The Investor's Guide to China podcast
How to explain the value of advice
Three US election scenarios
The Covid-19 crisis is driving US fiscal, monetary and economic policy to extremes not seen in generations. With presidential elections less than three months away, we examine the potential implications for investors of the diverging trajectories that would likely result from each of the three scenarios currently seen as most probable outcomes from the November ballot.
Daily market review
The Investor's Guide to China: Consumers
China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated. Wealth and technology are fuelling the sophistication of tastes and diversifying demand, often in unexpected ways. Success in this market is only for the most nimble, bold and canny of businesses and mapping the patterns of Chinese consumption is essential to any investor in the region.
A heavy outlook for the US Dollar
Podcast: Beware the consensus
