Economics & Markets

Mellon on the Markets

My family has gathered on the Isle of Man for the holiday period, and a jolly time we have had.…

Beat inflation with a portfolio of real assets

Preparing for higher inflation and interest rates After so many years of extreme monetary policy, of public and private deleveraging,…

The Twelve Days of Christmas

If you ever wondered what that Christmas song really means, look no further. It’s the moment to look back over…

Investment themes for a Trump presidency

I will build a great wall – and nobody builds walls better than me, believe me – and I’ll build…

The Fed is behind the curve

For the second time in a decade, the Fed has hiked its key interest rate target. One year after the…

Just don’t call it taper

Here we are, finally, at a time when both the ECB and the FED are required to take important policy…

The end of globalisation

2016 will go down in the annals of history as the year that the world changed course. Hitherto, since the…

Earthquake in Italy: European banks tremble

Another vote, another shock Yesterday, Italy became the most recent domino to fall in the global populist revolution about which…

Escape from the Brexit Labyrinth

Every school kid now knows that if the British government wants to fulfil the will of the British people expressed…

India’s DIY recession

During the painful periods of hyperinflation in the last century, there were a few episodes when governments decided to demonetise…