How to make sense of bond madness
After some initial enthusiasm, investors are now having second thoughts about the reflation trade and once again pouring more money into bonds,…
8 years ago
Filipe R Costa
Tesla’s promises are too expensive
Although many investors wouldn’t agree with me, I believe that one of the main aberrations in the U.S. stock market…
8 years ago
The risks are piling up in emerging markets
Financial markets have been on an impressive run since Donald Trump was elected in November. The S&P 500 is up…
8 years ago
Iceland re-opens its door to capital flows
While Europe is recovering from the financial and sovereign crises at a very moderate pace, Iceland seems to have completely…
8 years ago
Rates up, populism down
Last week we witnessed some interesting global developments that will pave the way forward: populism was somewhat defeated in the…
8 years ago
Are these some of the most exotic ETFs around?
In the last few years, passive index investing has grown significantly, as those involved in the investment business try to…
8 years ago
It’s time for the ECB to turn hawkish
The tone used by the US Federal Reserve to express its attitude towards monetary policy has changed significantly since last…
8 years ago
The strange case of the Swedish taxpayer
In general, taxpayers try to minimise their contributions to the government budget, either by optimising their tax rate or through…
8 years ago
What does the decline in correlations among asset classes mean?
One of the worst enemies of a serious long-term investor is a high level of correlation. The main reason for…
8 years ago
There is too much optimism in oil markets
While acknowledging the ‘Trump pump’ to the oil industry, I have always been sceptical about the long-term prospects for the…
8 years ago