global markets

Analysts are now revising the probability of a recession in the US. Last week, Goldman Sachs' Jan Hatzius upped the stakes - saying there is a 35% chance of a...

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

Sharemarkets around the world have been trending very strongly. The winners (best performers) have been high-quality companies, stable earners and ‘sexy’ disruptors....

As if it was not hard enough for income-seeking investors, global interest rates were plumbing all-time lows at the start of 2020, even before the pandemic hit....

This week our attention turns to global stock markets post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the...

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...

Global markets have started 2021 with the same enthusiasm for the global reflation trade that has been driving markets since November of last year. We too are focusing...

Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But at the risk of adding to...

Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With...

Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered...