Ruffer: ‘There appears to be a lot of froth’ in the market
Investors have poured more than $1tn (£73bn) into equity funds in the past 12 months - more than the combined inflows of the past 19 years.
Comment & Analysis
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BlackRock CEO Says Stakeholder Capitalism Isn’t ‘Woke’
For BlackRock and others, ESG investing has become a highly lucrative strategy.
Wealth of world's 10 richest men doubled in pandemic, Oxfam says
New billionaire created every 26 hours, as inequality contributes to the death of one person every four seconds
Factbox: Spies, lies and chairman's exit: Credit Suisse's scandals
The scandals in recent years that Switzerland's second largest bank had endured, Horta-Osorio had said after joining, were the gravest he had seen in his career.
Banks turn to richest clients for 2022
The new wealth management team absorbed the bank’s trust and pension fund division along with other parts that could boost its capacity.
Review of the week: Just like the old days
With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.
Will spiking bonds yields disrupt the rally in stocks?
The market is pricing in many more rate hikes than before. Within the first two weeks of the year, the market has shifted its stance to expecting four rate hikes from the Fed this year.
Key drivers in emerging-market debt
At the same time, the resurgence of acute Covid-19 uncertainty caused by the emergence of the Omicron strain has further impacted EM growth prospects, which were already dented by the likelihood of a Chinese slowdown.
Homes with Recording Studios, Music Rooms, and Performance Stages
Luxury Defined spotlights a collection of homes for classical musicians, songsters, and rock stars
Brighter outlook after the fourth wave
The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.
The Hunters’ Tails: A duck, a bill and a platypus…
UK smaller companies have usually outperformed in inflationary periods.
Regime shift in developed-market sovereign bonds
On the inflation side, there was further evidence that supply-side bottlenecks are proving more persistent than was expected earlier in the year.