Investments

Why recession looms for the developed world

Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.

The return of geo-politics: Caveat Emptor

Since the end of the second World War, geo-politics have been largely incidental to the rise in globalisation and the ascent of global equity markets.

Confluence of headwinds sees Q2 GDP contraction, but decline not a game changer

It’s so bearish out there, it makes me bullish