Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.
Tracking the course for global equites to a post-COVID-19 world
In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.
"New monetary policy possibilities could in theory be vast."
New vaccines could accelerate recovery, boost cyclical sectors
"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."
Meeting the needs of a whole new customer base.
Twelve years on from the financial crisis, inflation hawks are back. They were proved wrong then, but could this time be different? In part three of our mini-series on the source of the next crisis, we explore the extent to which inflation poses a risk to the global economy and financial stability.
The pandemic is fast-tracking change in corporate Japan.