Truss joins Arden, Macron and Marin in the under-50 club of developed market political leaders. Emerging market under-50s include Chile, El Salvador, Georgia, Iceland, North Korea, Qatar, Saudi Arabia and Ukraine. Risk related to a leader's age: 1) s...

A couple of weeks ago, I used a to show that a recession in the US in the next 12 months is highly likely. Similarly, in the UK and Europe, a recession is likely as well. The upcoming data for third quarter GDP growth is probably going to be still.....

Since 2002, equity analysts in the US have been forced to use a three-tier rating system for the stocks they cover. This Buy/Hold/Sell scheme has now become ubiquitous worldwide, but it has also come with a trend towards analysts picking their high.....

Yesterday, I ended my thoughts on the question whether households have increased their equity investments as a hedge against inflation. Some households may even have made their first equity investments in search of higher returns that can compensate....

ESG investing is long past the point where it simply excluded some companies. Today, engagement with management is the name of the game. But does engagement work?  

The squeeze on real disposable income caused by surging inflation has taken a heavy toll on consumer sentiment globally, and the eurozone is no exception. The preliminary estimate for consumer confidence for September, published yesterday, recorded a...