05/31/2022

The Road Ahead: Once More Unto the Breach, Dear Friends

Greater inflationary pressure, combined with a perceived lesser inclination to combat it, has been negative for the pound’s prospects, to say nothing of the return of Brexit risk, with the Northern Ireland protocol re-emerging as a Gordian knot.

05/31/2022

Three Opportunities

Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.

05/30/2022

The Biggest Challenges Facing Our World Today

In this environment, it’s even more critical that leaders from around the world come together in search of solutions and actions that drive sustainable positive change.

05/30/2022

The Great Disappointment

“Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong.” - Stuart Kirk, (former ?) global head of responsible investing at HSBC Asset Management, at a Financial Times ‘Moral Money’ event, Thursday 1

05/29/2022

In a range, which way do we go?

It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.

05/26/2022

Markets on Target for Further Downside

Last week, the US market delivered a salutary lesson for investors on the downside risks to analysts’ corporate profits forecasts for 2022.

05/25/2022

The market crisis wil end, but when?

The sell-off has been impressive but we still detect no advance indicators suggesting we should seize the numerous opportunities that have emerged.