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Markets Insight

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  • Tuesday, 19 September, 2023
    Paul Donovan
    Is China exporting deflation to the rest of the world?

    Profit margins in supply chains will limit the spread of downward pressure on prices through exports

    The Yangshan container port in Shanghai,
  • Monday, 18 September, 2023
    Masato Kanda
    Crises show the need for better corporate governance

    Access to capital markets allows companies to overcome periods of significant stress

    G20 leaders at a summit in New Delhi, India on September 9 2023
  • Monday, 18 September, 2023
    Laura Noonan
    Bank of England refines its new competitiveness mandate

    Staffers provide clues on how the central bank is interpreting the goals set by UK government

    The Bank of England
  • Thursday, 14 September, 2023
    Steven Major
    The bull case for bonds

    There are three supportive arguments for the battered US Treasury market

    Tourists visit the Wall Street bull statue
  • Wednesday, 13 September, 2023
    Krishna Guha
    Central banks debate: can ‘high for longer’ substitute for rate rises?

    A smoother rate path is preferable to a sharp up and down, allowing more time to assess data

  • Tuesday, 12 September, 2023
    Howard Marks
    What tennis can teach investors about risk and return

    Neither seeking to maximise winners nor minimise losers is necessarily enough. It’s all in the balance

    A tennis player
  • Tuesday, 12 September, 2023
    Richard Bernstein
    Market see-saws always have two ends

    There are many opportunities ignored by investors chasing the Magnificent 7 stocks and AI themes

  • Friday, 8 September, 2023
    Mohamed El-Erian
    It’s no longer a given that China will become the world’s largest economy

    Markets need to recognise that the country is not reverting to its old economic and financial playbook

    A truck drives between containers at Nanjing port in China’s eastern Jiangsu province
  • Thursday, 7 September, 2023
    Ellen Carr
    Current corporate bond investing defies the usual playbook

    Since the inversion of the Treasury yield curve, investors have faced a dilemma

    A blurred shot of a woman walking past the United States Department of the Treasury building in Washington, United States
  • Tuesday, 5 September, 2023
    William Wright
    The right way to tackle the UK pensions and markets crisis

    Reforms are needed to enable the provision of a secure and comfortable retirement for millions of people

    Pedestrians walk along the riverfront in front of a view of the City of London business district in England
  • Friday, 1 September, 2023
    Eduardo Levy Yeyati
    Argentina should beware the dollarisation fairy

    Impracticable and costly, such a currency shift would not be much more than a convenient sleight of hand

    Libertarian hopeful Javier Milei is ranked first in the country’s primary elections
  • Wednesday, 30 August, 2023
    Toby Nangle
    Why bigger pension funds are better for the UK

    There might not be a correlation between size and performance but there is a case for consolidation

    Jeremy Hunt
  • Sunday, 27 August, 2023
    Louis-Vincent Gave
    Markets are not signalling doom and gloom for China’s economy

    Financial price moves are telling a different story to some of the more pessimistic forecasts for the country

    A shopping street in Macau
  • Friday, 25 August, 2023
    Ben Blackett‑Ord
    UK approach on crypto promotion sets a dangerous precedent

    New rules further blur the distinction between regulated firms and those merely registered with the FCA

    Selection of cryptocoins
  • Thursday, 24 August, 2023
    Anne Richards
    ‘Inflation tapeworm’ makes companies more susceptible to shocks

    The risks of a corporate mis-step are rising and the potential impact is deepening

  • Wednesday, 23 August, 2023
    Ludovic Subran
    The risk of an augmented doom loop for Europe

    Sovereign exposure to the corporate sector has crossed 20% of GDP

    The ECB building in Frankfurt, Germany
  • Monday, 21 August, 2023
    Stephen Roach
    China’s ‘whack-a-mole’ economic playbook leads to confusion

    Policymakers are flailing in tackling the problems of its weak blended economy

    Pedestrians pass stores in Guangzhou, China
  • Monday, 21 August, 2023
    Mohamed El-Erian
    The choices of strategy for Jay Powell

    The Fed chair has a multiplicity of targets for whatever approach he takes at Jackson Hole address on Friday

    Fed chair Jay Powell
  • Thursday, 17 August, 2023
    Peter Atwater
    We should examine why investors are betting on the sure things

    Their AI mania is being channelled into the Magnificent Seven group of tech stocks, as familiarity is a priority right now

    Microsoft logo
  • Wednesday, 16 August, 2023
    Saker Nusseibeh
    Today’s investors don’t understand the impact of geopolitics

    Having lived through a period of relative calm, we need to reassess how to generate long-term, sustainable returns

    A group of West Germany demonstrators tear down a section of the Berlin Wall
  • Tuesday, 15 August, 2023
    Jane Buchan
    Not all asset managers can handle the responsibility of direct lending

    Replacing commercial banks with investors is a good idea until credit stresses appear

    A trader watching a Fed rate announcement
  • Tuesday, 15 August, 2023
    Matthew C Klein
    Traders are not pricing in a policy of benign neglect on US inflation

    Persistent wage growth could keep interest rates higher for longer

    Federal Reserve chair Jerome Powell at a news conference
  • Thursday, 10 August, 2023
    Robert Buckland
    The logic of the de-equitisation trade

    Shrinking stock markets and an especially wide valuation gap between bonds and shares made the trend inevitable

    People outside the NYSE
  • Tuesday, 8 August, 2023
    Toby Nangle
    Narrow markets should humble macro forecasters

    Asset allocators can’t count on long-term regional equity predictions when returns are dominated by superstar companies

    Assembly engineers work on a lithography system at ASML in Veldhoven, Netherlands
  • Monday, 7 August, 2023
    Huw van Steenis
    New generation of funds signals evolution of ESG

    A flurry of launches offers clues to where investors think the next opportunities may lie

    Solar panel installations surrounding the village of Hjolderup in southern Denmark
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