After the first three weeks of January, the MSCI AC World index in US dollar terms had posted gains of 3.6%. In the last week, global...
Technology offers fascinating perspectives for asset management. These include tokenisation, the process of creating a digital representation of non-digital assets on a blockchain. In a new...
Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent biases that exist in society and...
Stock Rally Fizzles Amid Growing Reflation Concerns, Rising Dollar Global markets were flat, and European stocks and US equity futures unchanged, struggling to eek out a...
By Jihad Azour عربي, Français, Русский The road to recovery for the Middle East and Central Asia region will hinge on containment measures, access to and distribution...
The year is still young, but not too young to see trends that could define 2021 for leaders and laggards in US and world equity markets....
The outlook for US mortgage–backed securities (MBS) – a triple A rated fixed income asset backed by an implicit government guarantee – is upbeat. MBS are...
The recent wild swings in stock prices, driven in part by retail investors using low-cost online trading platforms, has been taken by some as another sign...
Guardian Fund commentary for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Deep in the woods I recall a fable...
The recent wild swings in stock prices, driven in part by retail investors using low-cost online trading platforms, has been taken by some as another sign...
Mittleman Investment Management commentary for the year ended December 31, 2020, discussing the top three contributors to their performance: Village Roadshow, Revlon, and Greatview Aseptic Packaging....
The COVID-19 pandemic has seen the widespread use of expansionary fiscal policies which, in terms of scale, is simply unprecedented. An estimated eye-watering $12 trillion of...
Once the pandemic is past, the existential issues around climate change will still require action on an unprecedented scale. This may include changes in behaviour –...
The pandemic has underscored existential problems, climate change in particular. This is spurring a wave of awareness, ambitious projects and investments in technology that will be...
Source: Fidelity How to Manage Your Investments Late in a Cycle Nobody knows for sure whether equities will keep rising or for how long,...
Edtech is so widespread, we already need more consumer-friendly nomenclature to describe the products, services and tools it encompasses.
The year 2020 was a roller-coaster ride for the financial markets. The markets around the globe tumbled in the first half of the year following the...
The sheer size of the blue economy means it can offer substantial development potential around ocean resources. Having already seen major technological development, the blue economy...
Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow...
By Vitor Gaspar, Raphael Lam, Paolo Mauro, and Mehdi Raissi The COVID-19 pandemic is accelerating in many countries and uncertainty is unusually high. Decisive government actions...
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy. As...
By Gita Gopinath In just three months since we released our last forecast in October, recorded COVID-19 deaths have doubled to over 2 million, as new...
Equity markets drop over stimulus rumblings If financial markets needed any further confirmation that the US fiscal stimulus was the only game in town, the buy-everything...
The Biden administration’s USD 1.9 trillion-stimulus proposal is large – amounting to 9% of US annual GDP – and redolent of the October, pre-election speculation about...
US government spending to help the economy cope with the dire consequences of COVID-19 looks set to reach record peacetime levels, but absent a boost to...
Pula, a Kenyan insurtech startup that specialises in digital and agricultural insurance to derisk millions of smallholder farmers across Africa, has closed a Series A investment...
The focus in the week ahead is squarely on the United States. The ECB, the BOJ, the Bank of Canada, and Norway's Norges Bank met last...
Investing Legend Sees "Spectacular" Crash In "The Next Few Months" Two weeks ago, investing icon Geremy Grantham turned apocalyptic and warned that the "Bursting Of This...
There’s not a rigid definition of what an emerging market is. For example, China is still the leading country in many emerging market ETFs and funds....
Top risk analyst after tech market rally: “tech regulation is the biggest corporate risk of 2021.” Q4 2020 hedge fund letters, conferences and more Following President...