Economics & Markets

German economic bounce to lift the euro

We are at an important juncture in Europe. In particular, in the eurozone. For the last few years this group…

2016: A year in perspective

I wish all our readers a Happy New Year! I hope you all enjoyed the festive period and are now…

Don’t expect big gains from the FTSE in 2017

If you had decided to double up your exposure to the London stock market at the beginning of last year…

How I’m trading India’s mini depression

We are at a juncture where the full extent of India’s massive demonetisation mess will be revealed as banks prepare…

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…