You could be forgiven if you suffer value fatigue; it can be a long slog, all this ‘vaccine optimism’ and ‘reopening hopes’, for the beleaguered value investor. You’d also be forgiven for Covid fatigue; I think we have all done more than our bit to ‘protect the NHS’ over the last 12 months. And on […]

The annual World Economic Forum takes place in Davos this week. High on the agenda is the risk of AI to elections as well as climate change and the general trend for deglobalisation.

Major pay increases by leading Japanese companies have significantly boosted the likelihood of the Bank of Japan (BoJ) ending eight years of negative interest rates next week, marking a major shift away from its extensive stimulus programme.

Analysts and investors were keeping their eyes wide open Monday morning in anticipation over Germany’s release of its ifo Business Climate Index. To their relief, “sentiment in the German economy has brightened,” as the German ifo Business Climate Index rose to 93.0 points in May, after 91.9 points in April (seasonally adjusted) and beating analyst […]

General Election British voters head to the polling booths on Thursday with the result critical to the future of Brexit, the economy and by extension, UK equities and sterling. Polls have consistently shown the Conservatives are heading to a comfortable majority, but a last-ditch surge by Labour is not out of the realms of possibility. […]