News and Analysis

RECESSION: The UK and Eurozone are set for a recession later this year, with the Bank of England and ECB leading a drumbeat of downbeat forecasts. The only question is how big it...

REALITIES: The world has seen common covid and energy inflation shocks. But the level and drivers of inflation still differ a lot (see chart). This has big implications for...

WEATHER: The weather gods are set to keep having an outsize impact on capital markets. The La Niña weather phenomenon is now forecast for a third straight northern hemisphere...

Diversification is one of the best-known and established methods for reducing risk in a portfolio. However, in these current times of globalisation, we have seen increasing...

The US dollar has reached 20-year highs and its impact is felt across the globe. The effects are both positive and negative though, as it is still the world’s reserve currency and...

Ethereum upgrade inspires market-wide rally Ethereum led a market-wide crypto rally last week, tipping the total market value back over $1 trillion dollars. The smart contract...

Summary The impacts of the US dollar ‘wrecking ball’ US dollar now at 20-year highs. Some valuations are getting extreme, but drivers are fundamental and authorities...

SAVINGS: We hear a lot about the economic and jobs costs to hiking interest rates. But a benefit is the higher interest rate on savings. Especially welcome in regions, like...

RELIEF?: A big month for Europe’s politics just got even bigger. The old continent has a new Conservative UK prime minister, this weekend’s too-close-to-call Swedish election, and...

World famous economist Nouriel Roubini is perhaps best known for his often laser-sharp predictions about the economy, including correctly predicting the 2008 financial crisis. In...