Capex levels have slumped in recent years, which has led to supply-side problems from steel to semiconductors and even a shortage of bicycles as well as HGV drivers.
Main Content
China – Too big to ignore?
China’s development is recognised as one of the most important shifts in the global economy
Stocks versus the Economy
We recently raised our forecast for the S&P 500, but lowered our forecast for real GDP growth. How can that be?
Investment risk – sometimes the biggest risk is taking no risk at all
What is the best way to approach investment risk, and how should this impact your portfolio?
How 2021 Is Shaping as an Epic Year for Climate Regulation
The impact of climate change presents a systemic investment risk, making the importance of an investment’s environmental footprint more critical than ever before.
Is Japan really a disappointing equity market?
Some investors historically have seen Japan’s equity market as a constant source of disappointment. I can understand why.
Corporate bonds are still okay, even at tighter valuations
About a year ago one vein of concern we pushed back against was alarm over the massive amount of bonds corporate America was issuing
A very different US business cycle
In spite of some dire predictions at the start of the pandemic, the Covid-led recession has been the shortest in US history.
Why is digital infrastructure so important for real estate investing?
The digital revolution represents a shift in the way we live and work, and offers a compelling, long-term global investment opportunity.
Cross-currents affecting Chinese technology businesses
The Chinese authorities are currently re-examining rules around listing outside China’s stock exchanges
Who’s smarter, equities or bonds?
Stereotypes are sometimes useful, they can hold truths.
Financial planning pointers for Irish expats returning to Ireland
The pandemic has caused many Irish Expats to consider returning to Ireland to be closer to family
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