COVID-19 will not define fintech. Rather, the economic disruption it has caused has accelerated digital disruption in the space, and investors have been quick to recognise that.
Economics & Markets
With markets near the top and an uneventful August ahead of us, the best strategy is to forego a little upside to protect against the downside.
Elon Musk has had a good pandemic. But is Mr Musk, like Icarus, flying too close to the sun? Victor Hill inquires.
Gold is already at record highs but it is not too late to try and inflation-proof your portfolio, writes fund manager Tim Price.
The coronavirus pandemic of 2020 has been the catalyst for a dramatic deterioration in relations between China and the USA and its allies – including Britain. This would have happened anyway; but history is speeding up, writes Victor Hill.
Central banks all over the world are using monetary economics to bail out governments. This is sure to have important implications for investors over the medium to long term, writes Victor Hill.
One Oxford professor suggested a vaccine for Covid-19 could be available by the end of the year. Even if that is unrealistic, pharma stocks large and small are on the up, says Victor Hill.
Monetary financing – whereby central banks buy government bonds to finance their deficits – is now common, not least in the UK. But for how long can the UK government rely on the magic money tree to pay their bills, asks Victor Hill.
We know that some countries have fared better than others in the 2020 coronavirus pandemic. Perhaps surprisingly, some developing countries have done really well while some rich ones have done poorly, writes Victor Hill.
The number of new Covid-19 cases is still rising fast but investors are already looking forward and foreseeing a brighter future. Filipe R. Costa doesn’t share their optimism.