Economics & Markets

Is there any upside in oil?

Far from memory is the time when Saudi Arabia and OPEC were in control of global oil prices, as are…

Fair Blows the Wind for France (Or maybe not…)

France goes to the polls this Sunday for the first round of a presidential election of existential importance – both…

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,…

Where will Sterling go from here? Here’s a prediction…

At the Master Investor Show in London on 25 March, which many of my readers will have attended, one question…

The even slower death of the stockbroker’s analyst (part 1)

Following Tim Price’s article on the slow death of the stockbroker, written from the perspective of a fund manager, here is…

Stay young, get rich – why longevity science is the next money fountain

At the latest Master Investor Show, Jim Mellon, one of the UK’s most successful investors and entrepreneurs, revealed his current…

The appetite for Brazilian stocks and potential for interest rate cuts

In a previous article on these pages, I examined the outlook for the Brazilian Stock Exchange – the Bovespa –…

Revealed: What history teaches us about Brexit

The constitutional historian Professor David Starkey has compared the invocation of Article 50 of the Lisbon Treaty on 29 March…

The slow death of the Anglo-Saxon stockbroker

Back in 1998, the author Michael Lewis, then a columnist for Bloomberg, wrote as follows: “When historians of everyday life…

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…