05/24/2022

Martin Gilbert To Asset Managers: Adapt or Perish

One of the problems with the industry, Gilbert says, is that large swathes of it is commoditized and awash with products that are almost identical in terms of both investment approach and performance.

05/23/2022

Our currency, your problem

So said a former U.S. Treasury Secretary in 1971 to other finance ministers struggling with the soaring dollar. 50 years later, the strength of the greenback is again threatening many financial balances around the world.

05/20/2022

Views from the Floor

Has recent volatility forced markets from hedging mode to liquidation mode?; the unusual 5-week selloff of both Treasuries and the S&P 500; and the trials of being a central banker in a time of stagflation.

05/20/2022

Positive earnings surprises but softer guidance

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarter

05/19/2022

Market Insight

Declining US housing starts, surging UK inflation