Thursday 27th August 2020
According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed . So how do we recover? Through a combination of co-ordinated policy responses and China likely leading the way.
The attack on short sold stocks in the past week has caused a frenzy of comments on the participation of so-called retail investors. Where this will end up is...
The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...
It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s...
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
