GROWTH: Economic growth is hurt by weak productivity. This ‘productivity paradox’ is despite the tech surge. It’s an arcane but crucial concept. There are only two big ways...

PROTEIN: We all need around two portions, or 50g, of protein a day to stay healthy and keep muscle. The 500 million new global mouths to feed forecast by end of this decade...

PEAK: After a string of negative monthly US inflation surprises the fifth was the charm. This positively surprised across-the-board and validates the rally from June lows. Markets...

POLITICS RETURNS: US political gridlock eased enough ahead of the midterm elections to set up the optimistically renamed ‘Inflation Reduction Act’ for passage. It raises personal...

BURGERNOMICS: The Big Mac index is a useful shorthand for currency valuation, with a good track record. Latest numbers (see chart) show only four big currencies pricier than the...

DESTINY: The saying goes that ‘demographics is destiny’ and this is an increasingly important and predictable driver for investors. Latest global population forecasts show...

ENERGY: Brent oil prices have fallen under $100/bbl as the demand outlook darkens, and recession fears rise. More supply has come from US reserve sales, whilst yesterday'...

DEPRESSED: Capitulated investor sentiment was a big driver of the 13% S&P 500 relief rally from the June lows, as a little less-bad news went a long way. And this support...

FOUNDATION: Relief at ‘less-bad-than-feared’ second quarter earnings was a key driver of the dramatic July market rebound. With valuations slumped, earnings have been the main...

When markets are volatile, investors need to stay calm and proceed with caution. Here’s a guide to investing smarter during uncertain times. In times of economic uncertainty,...