recession

According to Ashley Owen (“Recessions Are Usually Good for Sharemarkets,” Firstlinks, 12 October), “history shows that economic contractions have been mostly good for...

Soaring inflation, hefty interest rate rises, and worsening consumer sentiment have seen the possibility of a US recession become the greatest "will-they-won't-they"...

Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...

In short, yes, we believe it is a good time to invest in private markets. Sure, we are surrounded by economic and political uncertainty but is there ever a point in...

Bonds are back, and equity investors better start accepting it. That was the broad message from my recent chat with Rudi Filapek-Vandyck of FNArena. “Everyone in the...

For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...

US stocks probably have some way to fall before bottoming out, and cash is a decent place to hide right now: these are a couple of the key takeaways from my recent...

This is a critical time for investors and policymakers alike. Geopolitical tensions, elevated market volatility, and the fastest pace of central bank tightening in...

"We are seeing volume declines in every segment around the world" FedEx CEOIn September 2022, the FedEx (FDX) share price tumbled 30% when the company reported a...

For investment markets, 2022 has so far been one of the more interesting and fascinating years since the early 1990s. This year, markets have been on a trajectory that...