Tom Stevenson
Is Vietnam the new China?
Nearly half a century on from the end of the American War, Vietnam has a lot going for it. History has not been kind to Vietnam, but the future looks bright for what many investors see as the developing world’s next big thing.
Four mega-trends shaping markets
The zigs and zags of the market are irrelevant - what matters is the underlying direction of travel. So what mega-trends can investors expect to shape markets over the next ten years?
Is it time to protect yourself from the return of inflation?
Central banks around the world are getting ready to prime the pumps once again - America’s interest rate hikes are over; the rest of us never even got started.
A bull market in everything
One of the key principles of investing - diversification - works because different assets do well in different circumstances. There’s been no benefit in diversification this year because we’ve experienced what Goldman Sachs recently described as a ‘bull market in everything’...
Golden Week - more gilded than usual
Golden Week in Japan is more gilded than usual this year. The traditional string of public holidays in early May has been padded out with extra celebrations to welcome a new imperial era - Reiwa - as Emperor Akihito steps aside in favour of his son, Crown Prince Naruhito.
The biggest election the world has ever seen
The only certainty in investing is uncertainty
The January effect
