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Tag: Markets and Economy

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Another Money Magic Tree Dries Up

Key points:   We explore the risk of a protracted...

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Isaac Newton’s Groupthink Folly: Focusing on Froth, Not Performance.

Key Points The 18th-century mathematician Sir Isaac Newton lost a...

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Boris on His Bike

The UK has suffered from political divisions over Brexit for...

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Profit Growth Slows as Higher Prices Alter Spending Habits

Key Takeaways Profit margins are healthy, though earnings growth has...

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Digital Asset Market Note: The Blow-up of 3AC – LTCM without the Nobel Economists

A process of deleveraging is underway in the digital asset...

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Emerging Markets are Down, But Not Out

Global markets are facing a number of headwinds this year,...

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Take Two: US Consumer Confidence Falls, G7 Plans ‘Belt and Road’ Rival

What do you need to know? The effect of sustained...

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Flexible New Workplace: The Office Building of the Future

There have been significant changes over the past few years...

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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.

Key Points   In EM we pay close attention to...

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June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue...

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