Nobody wants their portfolio to be tossed around like an autumn leaf, driven by forces they don’t understand, with destination goodness knows where. This series will focus on the new ideas which helped us navigate some of the biggest market moves over the past 10-years.
Half the world is predicting that US Treasury bond yields will rise sharply. A bystander might feel foolish for not seeing this. With bond yields falling sharply, it is no longer clear who the fools really are.
Everyone is entitled to their own belief system and, for many, weapon makers have morphed from borderline pariah into a key public good. Leaving the ESG-industry has some serious questions to answer over its shady role in Ukraine.