11/19/2021

Tulips! by Tim Price

The popularity and rising value of this colourful perennial plant evidently knows no bounds and this is surely a golden age that is never likely to end.

11/17/2021

Ten Investment Convictions for 2022 - Lombard Odier

Entering the third year of a global pandemic, developed economies have recovered rapidly. We are now approaching the second half of the economic cycle, which may prove harder as monetary and fiscal policies normalise. However, there is no economic templat

11/17/2021

Inflation Alert - FED Behind the Curve

The pressure for a rate increase is evident from the US bond market re-pricing the implied level of inflation 21bps higher on the week at 3.11%

11/17/2021

The UK: A land of opportunity for US companies

The US and the UK have enjoyed a special relationship with intertwined economic, military and cultural interests for over 80 years and that will continue to deepen in a post-pandemic world.

11/17/2021

The Valuation Dichotomy

With such a stellar performance, Indian markets have significantly outperformed the emerging markets.

11/17/2021

Stagflation risk: A comparison to the 1970s

Data from the US Bureau of Labor Statistics, available since 1983, show the share of workers that are either members of or are represented by unions has halved in the last 40 years.

11/15/2021

Inflation Alert – Fed Behind the Curve

Now that they have re-created the inflation they so desperately wanted, it appears to have all the hallmarks of a monster they may not be able to control easily.