Category Archives: News

Market turmoil tests the power of central banks

The turmoil we are currently seeing in stock and bond markets is just one battle in the war that has been going on in capital markets for a long time: debt versus equity versus central banks.

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UK court’s Uber decision signals crucial shift for gig workers

The decision that Uber drivers are in fact workers, not entrepreneurs working for themselves, could not have come at a better time.

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Counting the costs of Brexit starts with London

For whoever wants to see the real-life results of giving in to populism, the UK’s case is a fascinating one. Counting the costs of Brexit is only beginning, but already the picture is a gloomy one. 

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As goes January so goes the year? Earnings surprises underwhelm

The US earnings season is halfway through, and on the surface, it is full of good news. And yet, far from being cheered up by this, markets have been going down. Why is that?

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Young retail investors do not care about ESG; not really

One of the most widely accepted “truths” about ESG (environmental, social and governance) investing is that young investors are very keen to put their money into companies that show strong ESG credentials.

Entire marketing strategies have been built around this idea. But what if, in fact, this “truth” turns out to be no more than myth?

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The bad type of inflation is here

Despite good news about vaccine roll-outs, it is too early to tell when or even whether economies will fully reopen and life will go back to “normal.”

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Businesses are complicit in Donald Trump’s siege on democracy

In a recent Financial Times article, various business executives expressed deep regret for their “Faustian bargain” with US President Donald Trump.

They should go ahead and express even deeper regret for their contribution to the serious undermining of democracy — not just in the US, but everywhere else.

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The UK should stop subsidising house prices post-Brexit

Forget Covid-19 and Brexit. The question to which most people in the UK would want an uncertain answer is what will happen to house prices in 2021.

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Look at Covid-19 vaccines to gauge inflation tantrum odds

With news of another Covid-19 vaccine on its way and optimism rising ahead of the end-year holidays, it looks like 2021 will shape up to be much better than 2020.

But one forgotten danger could spoil the party: inflation. Price rises are far from investors’ minds, but an ‘inflation tantrum’ could have devastating effects on various countries’ economies if they are not kept in check.

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