Time to Sell the European Yield Madness
At a time when investors need to pay European corporations for the privilege of lending them money, the degree of…
8 years ago
Economics & Markets
It’s a Mad, Mad, Mad, Mad World
If you want to figure out what’s likely to happen in the next eight months, a good start is to…
8 years ago
India’s Fintech Revolution
It was bound to happen – and now it has. India’s love affair with technology and e-commerce has spawned an…
8 years ago
The FED loses momentum again with ‘dusty’ jobs report
After a quiet August, we are back to business as usual, which is 90% about following central banks and 10%…
8 years ago
The End of Austerity?
“Monetary policy has done as much as it really can and it needs to be complemented by fiscal policy and…
8 years ago
Can factor investing deliver alpha?
One recent addiction to the already huge portfolio of investment possibilities is factor investing, which aims at revolutionising the way…
8 years ago
Baffled in Jackson Hole
Every year in late summer the secretive priestly caste that is the world’s central bankers meets in conclave at the…
8 years ago
Mellon on the Markets: “Mark Carney should be fired – at once”
This month, I am composing my column on the train from Edinburgh to London, having just made my thirtieth visit…
8 years ago
What the Olympic Medals Table Tells Investors
It is five days now since the world’s Olympians filed out of the stadium in Rio heading home in a…
8 years ago
The Storm Clouds Are Gathering
If you have any exposure to the major (or indeed minor) European bourses, prepare for turbulence. 2016 (with an epilogue…
8 years ago