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

December saw a number of key economic data releases indicating continued strength across both the developed and emerging worlds. Latest...

From an economic perspective, November was in many respects a repeat of October. On the whole, macro data supported our belief that...

There were few signs during the month of October that the global economic improvement of late was starting to stutter. Labour markets in...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My job is to...

May’s non-farm payrolls of 38,000 came in well below expectations of 160,000. Furthermore, April’s payrolls were revised downwards from...

Core inflation rates in the developed world have been fairly stable in recent months at around the 1.3% per annum level (see Chart 1)....

It is interesting that despite rising concerns about the outlook for global economic growth in recent months, there has been no...

Perhaps the most important number coming out of the developed world was Europe’s February inflation turning negative. This prompted...

There are very tentative signs of improvement in inflation numbers around the world (improvement could mean it either rising if it is too...

What is particularly notable at the moment is that inflation almost everywhere is lower than desired. The only place where inflation is...

Austrian-born restaurateur Wolfgang Puck was an unusual but highly entertaining speaker at an investment conference I attended recently....

Over Chinese New Year I went trekking in Nepal. On the long drive to the starting point we were held up at a roadblock by villagers who...

Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...