Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
Slowdown in population growth creates economic time bomb
The world may not be having enough children to sustain economic growth at current levels.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
Three years on – forging a path less trodden for a sustainable strategy
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Fed: the most hawkish central bank in the G10?
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.