Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has a sub-1h30 PB) but has...
Perspectives
View From The Top: Don’t Panic (Too Much)
View from the very top: There is a path out of current uncertainty. 2025 to-date has had no shortage of surprises, but we may currently be close to peak tariff...
Latest Articles
Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data
One indicator of demand in the US economy stood out in the latest GDP data: business investment. It added 1.3% to GDP – marking the...
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade regime, weakened the credibility of the US economic policy framework...
Healthcare Innovation is Revitalising the Sector
Despite healthy prospects and long-term drivers, healthcare stocks have been under the weather in recent years. Yet, continued innovation and new technology applications in the...
Most Viewed
Encouraging Businesses to Invest in Climate Action Through Deposits
Discover how Nordea’s “Deposit with Climate Focus” product allows businesses to include a sustainability agenda...
ECB Update: Adapting to be agile
A few short weeks ago, expectations around the European Central Bank’s (ECB) April 2025 Monetary...
US Tariffs Break the USD Bull Case
Tariffs are net negative for the USD—they act as a major tax on businesses and...
Trending
‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?
There has been much focus on whether Trump could force...
Weathering Storms of Volatility
Amid mounting fiscal, monetary, and trade policy uncertainties, U.S. equity...
Germany’s Emissions Fall But More is Needed
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets...
More Articles
Quantitative Strategies: Distilling the Best of Active and Passive
Quantitative strategies represent the best of active and passive approaches. They’re able to generate additional alpha but...
Zennor: Japanese Companies ‘Can’t be Flabby and Unfit Any Longer’
“Zennor Asset Management’s CIO explains why shareholders tend to value Japanese companies according to what they do,...
Emerging Market Debt Outlook: All Roads Lead to the US
The start to 2025 has been anything but boring for the world’s financial markets and especially so...
Bond Navigators: Bund Yields March Higher
Germany sets dial to ‘11’: European government bond yields sent through roof as Germany unveils plans to...