Even allowing for the long-standing tendency towards excess on the part of stock investors – which has all too often resulted in boom-and-bust cycles – the apparent inability of markets to see more than one step ahead is alarming. The latest manifestation of this is...
We should be asking much deeper questions now than simply about whether and when another stock market bubble burst might come. We should be re-examining the role of private and public sectors in allocating financial resources to the global economy. Failure to do this could...
It is hard to overstate the importance of this septet. With the exception of Tesla, all the companies figure among the world’s top seven firms by market capitalisation. Moreover, the group’s combined weighting in the S&P 500 is 29 per cent while its share of...
On Saturday, Taiwan will fire the starting gun on a succession of elections in the majority of the world’s most important economies and financial markets. To say the 2024 global electoral calendar is a busy one would be an understatement.More than 4 billion people...