The big decisions that will influence markets will come out the political arena, and it’s all going to happen in the next few months.
Bill Blain presents some ideas on how investment imperatives have to adapt as the underlying narrative changes.
There is nothing we Brits like as much as talking ourselves down but has the negativity towards the UK’s prospects gone too far?
The lesson from the first week of the year is that we should drop any assumptions 2021 is going to get any easier
If you really want to worry about how euphoric markets are, think about the US IPO market. Toppy or what?
After a stunning rise in recent months, Bill Blain says it’s time to “get real” about the long-term prospects for Bitcoin and other cryptocurrencies.
Is the global economy swinging decisively in China’s favour, or will it prove a longer term struggle? Bill Blain investigates…
Bill Blain wonders whether it’s time to cash in some of those tech gains, in preparation for the next phase of the cycle.
It’s been a long, hot September, and global activity remains muted. The Fed has put tightening on Ice with the market now anticipating modest interest rate rises through next year, while the Bank of Japan is chucking the kitchen sink of extreme monetary policy at the problem of deflation. While markets struggled with a host…
If you want to figure out what’s likely to happen in the next eight months, a good start is to try to understand what’s been happening over the last eight years – since the collapse of Lehman and the beginning of the Global Financial Crisis. Understanding what a portfolio should look like to cope with…