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

05/19/2022

Zombie financing

Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.

05/19/2022

The end of free money

The financial world is in the midst of a painful and unfamiliar transition.

05/18/2022

The best countries for hiding wealth

President Joe Biden has made transparency reforms a key pillar of his foreign policy, vowing to tackle tax evasion and money laundering.

05/16/2022

Horror Story

“Childs: Temperature's up all over the camp. Won't last long though. MacReady: Neither will we. Childs: How will we make it? MacReady: Maybe we shouldn't.” - Dialogue from John Carpenter’s The Thing (1982).