Global economics
Worried about a correction?
Is a correction really is round the corner? The short answer to that is that neither I nor anyone else knows. But the odds are clearly shorter than they were...
Climate change will shape this century's economic growth
Policymakers face a trade-off between the high upfront cost of moving quickly towards net-zero carbon targets, and the long-term physical damage to economies and societal cohesion caused by rising temperatures and extreme weather events if they delay action.
The seven wonders of the world: Software edit
Post Global Financial Crisis and again in the post-pandemic selloff period, the earnings and market valuations of the largest US tech stocks (Facebook Alphabet, Apple, Amazon, Microsoft and Netflix) raced ahead of most other businesses. So why have these software companies dominated?
The Delta variant: UK a test-case for re-opening and vaccine impact?
In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?
Markets move faster than headlines
You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?
Inflation: Friend or foe?
Podcast: The Investor's Guide to China
2020/21 Year in review
