Asset valuation

Most active funds underperform, and the reasons are structural, not bad luck. Understand them and there is a better way to be active.

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?

Despite concessions, the trade war still entails a very large shock for the US economy.

Charts of the Week has reached its 100th edition and this milestone has given us a chance to reflect on where it all began.