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Central bank should not take comfort from the bond market
Expect a revival of the ‘doom loop’ link between solvency of banks and their country
Current market pricing of risk is evidence of late-cycle behaviour
Fund managers are increasingly using AI to mine corporate verbiage for profitable trading signals
Political pressure mounting over costs and a gamut of alleged anti-competitive activity
Absurd accounting rules make innovative companies appear worse than they are
Old trope of share selection is not a sound strategy for investors
Cash has been trash for years but soon it may be the only haven for investors
Impact of EU recovery fund is more of a game-changer than many in markets acknowledge
What to look for in a manager after a dark winter for the sector
Central bank and markets face tricky pivots to avoid damage from a policy mistake
SEC action on S&P hints at ‘deeper, unspoken concern’ about objectivity of benchmarks
A concentrated stock portfolio can deliver outsized gains if the investor is skilled or fortunate enough
Stronger outlook compared with US supports gains in renminbi over the dollar
Long-term investment case for sector remains intact even with inflation pick-up
Central bank liquidity cannot support elevated valuations indefinitely
The highest carbon-emitting components of businesses could be spun-off to private equity and hedge funds
Markets face uncertainty as economic growth adds to expectations of interest rate rises
CBDCs could boost government coffers, displace costlier taxation and improve the efficiency of payments
Arizona professor provides backing for the approach of investors such as Ark and Baillie Gifford
Even with low rates, central bank intervention may have unintended consequences
Commodity markets are gripped with supercycle optimism but investors remain wary of stocks in the sector
High valuations indicate investors should look beyond tech and consumer stocks
Balance of risks for monetary policy has flipped away from deflation to longer-term instability
The specific areas where new SEC head Gary Gensler needs to act over rigged markets
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