CRYPTO EQUITIES: The sharp crypto price rebound and SEC’ de-facto approval of a bitcoin futures ETF has focused attention on ways to get investment exposure. The small number of...

VIRTUOUS CIRCLE: Surging natural gas and coal prices are feeding the oil rise, as users look for lower priced fossil fuel substitutes. Higher prices also boost renewables...

MESSAGES: The International Monetary Fund (IMF) has published its latest global economic outlook, and analysis of the risks. Behind the various forecast changes is a message of...

HIGHER BOND YIELDS: US 10-year bond yields have been rising (prices falling), and have more to go. The Fed is to buy less bonds and inflation and growth are both rising. This will...

CONSUMER FOUNDATION: The strong consumer is a key market support, and to come into their own this holiday season. Jobs and wage growth are helping. The ‘wealth effect’ from higher...

TECH LEADS: Technology has become the main driver of investment returns, putting focus on who does it well. The World Digital Competitiveness survey measures how countries use...

GAS LEADS: Europe’s NatGas prices are +530% this year and US +130%, leading an energy boom with oil +60%, and the broad Bloomberg commodity index +33%. Commodities are in a rare...

CORPORATE DEBT HIGH: Company debt as a percentage of GDP is near 100% globally, as big as government debt (105%) levels, and well-above households (65%). This has important...

Nothing like a sip of cold beer in the crisp autumn Munich air. Oktoberfest, the festival synonymous with beer drinking and celebrating Bavarian culture, has been cancelled  for...

How do you reach your investment decisions? Your personal beliefs may impact your portfolio choices more than you realise. There are many factors that can influence our...