Serious investment thinking that doesn’t take itself too seriously.
Corporate debt markets look vulnerable. Probability of a recession priced into asset classes at end of February Source: JPMorgan, prices at 29 February 2020 February saw concerns...
Investors chasing growth stocks creates both danger and opportunities PE premium for UK growth stocks over UK value Stock market manias always start with some grounding in solid...
UK long dated index-linked bond price Image Source: Ruffer LLP and Bloomberg (UK 2055 index-linked bond) We live in extraordinary times, and looking at recent political...
Once a month we will bring you an interesting chart with a short commentary. Our aim is to illuminate the corners of financial markets. TINA turning? Rising returns on cash may...