Longer-term equity, asset class and sector returns are not generally reflective of a presidency
The misallocation of capital in the economy will fuel inflation
Well-established financial institutions might want to be wary of speculation without a broader transactional use for crypto
There are many opportunities ignored by investors chasing the Magnificent 7 stocks and AI themes
With the entire credibility of central banking on the line, the focus needs to be on fighting inflation
Investors should resist a knee-jerk move to speculative assets based solely on the central bank potentially reversing course
Timid US central bank is still very far from hawkish with policy benchmark deep in negative territory after taking into account inflation
Tremendous liquidity in financial system has led to series of bubbles fed on hype over wondrous trends
Central bank should take its cue from a baby sleep training technique
After losing UK passport contract, De La Rue is more reliant on exotic currency customers
Crystal Amber manager targets acquisition vehicle that has gone 3 years without deal
Activist fund calls on residential landlord to refinance its debt and seek a takeover
Activist investment fund Crystal Amber returns to the fray over how key film facility is run
Fund to take 4% holding after James Bond studio issues shares to fund expansion
Strong dollar trade is most crowded, but crowd could be right this time
Prospect of higher rates has not deterred US equity investors but there are signs of complacency
But frothy IPOs do not spell equities euphoria
Earnings offer promise of Tokyo’s budding competitiveness
It is time to consign the dotcom bubble to the history books
Investors should turn off their TVs and focus on fundamentals
US must start competing in global economy
