Whether an individual share turns out to be a good investment can depend on the performance of a company’s business, economic fundamentals, valuation, geography, dividend policy, currency, politics, regulation, disruption, and many more variables. And…
Will 2018 be the year of the active fund manager? Commentators love to claim that actively managed fund performance generally fails to justify the higher annual management fees the fund managers charge for their stock…
Day by day, a plethora of official economic statistics is released, building into a vast data set. In just one month, from mid-October to mid-November, Bloomberg recorded 585 major data releases for G8 economies, with…
For a while in 2017, it seemed as if the worldwide tide of populism, epitomised by Donald Trump, had reached its high-water mark. In a string of elections across Europe, the populist right and the…
In investment terms, the concept of artificial intelligence (AI) stretches beyond laboratories of scientists trying to develop neural networks. It now includes machine learning (a field of computer science where computers learn without being programmed),…
There are still some emerging markets that engage in mass export of commodities and cheap factories, but they are fewer than before. There are also enough large EM countries with a technological footprint to make…