The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...

Just before the 1929 Wall Street crash, celebrated Yale economist Irving Fisher claimed that the stock market had reached “a permanently...

High wealth inequality is being increasingly cited as one of the main causes of the structurally lower growth that much of the world,...

Having written about secular stagnation and the natural rate of interest in my August letter, it was interesting to see San Francisco Fed...

One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...

There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...

Sales per share is often an interesting indicator to look at. Charts 6 and 7 below do just that, the first by geography and the second by...