We’re spending more than at any time since World War II – how will we pay it back?
We’re spending more than at any time since World War II – how will we pay it back?
With the UK spending vast sums on stimulus measures, this year’s budget deficit will be greater than at any time since World War II. The big question,…
14 Jul 2020
Commercial property: retail landlords are missing the madding crowd
Commercial property: retail landlords are missing the madding crowd
The outlook for shopping centres and offices is murky, but anxious investors seem to be expecting the worst
13 Jul 2020
Three ideas for Lloyds Bank's new boss
Three ideas for Lloyds Bank's new boss
The Black Horse needs whipping into shape. A change at the top provides a great opportunity, says Matthew Lynn.
12 Jul 2020
What the Latin Monetary Union – Europe’s forgotten currency – can teach us about the euro
What the Latin Monetary Union – Europe’s forgotten currency – can teach us about the euro
The euro isn’t the continent’s first flawed single currency, says Jonathan Compton. The Latin Monetary Union lasted 61 years.
11 Jul 2020
Christopher Wood: hold a growth and value “barbell“ portfolio
Christopher Wood: hold a growth and value “barbell“ portfolio
Christopher Wood, global head of equity strategy at investment banking firm Jefferies, suggests a “barbell“ strategy of holding growth and value stock…
10 Jul 2020
Can Rishi Sunak save the economy with stamp duty cuts and half-price meal deals?
Can Rishi Sunak save the economy with stamp duty cuts and half-price meal deals?
John Stepek runs his eye over the chancellor's £30bn stimulus package and asks if it's enough to get the economy back on its feet after months of lock…
9 Jul 2020
An economics lesson from my barber
An economics lesson from my barber
On reopening his shop after lockdown, Dominic Frisby’s barber doubled his prices. It’s all part of the post-Covid inflation process – and we’re going …
8 Jul 2020
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A first-half home run for investment trusts
A first-half home run for investment trusts
The investment trust sector has seen some extraordinary performance in the first half of this year. Max King looks at what's behind it, and asks: is i…
7 Jul 2020
Boris Johnson’s grand infrastructure plan needs some small print
Boris Johnson’s grand infrastructure plan needs some small print
Grand infrastructure projects are all very well, but it is the small stuff that delivers the big returns, says Matthew Lynn.
5 Jul 2020
House price crash: UK property prices are falling – so where next?
House price crash: UK property prices are falling – so where next?
With UK property prices falling for the first time in eight years, are we about to see a house price crash? John Stepek looks at what’s behind the sli…
2 Jul 2020
The end of the bond bull market and the return of inflation
The end of the bond bull market and the return of inflation
Central bank stimulus, surging post-lockdown demand and the end of the 40-year bond bull market. It all points to inflation, says John Stepek. Here’s …
30 Jun 2020
How “pent-up demand” could drive a V-shaped economic recovery
How “pent-up demand” could drive a V-shaped economic recovery
“Pent-up demand” is usually a myth. But not this time. The Covid lockdown has created genuine pent-up demand, says Merryn Somerset Webb. That’s now be…
29 Jun 2020
Fear of a second wave is getting a hold on the market
Fear of a second wave is getting a hold on the market
Stockmarkets wobbled after Covid-19 began to make a comeback in many US states. John Stepek looks at what it means for you as an investor.
29 Jun 2020
Why the UK should be gunning for a trade deal Down Under
Why the UK should be gunning for a trade deal Down Under
It might seem a minor matter compared with Brexit, but a trade agreement with Australia is a big deal
28 Jun 2020
The IMF and World Bank: a truly gruesome twosome
The IMF and World Bank: a truly gruesome twosome
The International Monetary Fund and the World Bank, set up in 1944, now look sclerotic and ineffectual, says Jonathan Compton.
26 Jun 2020
When everyone hates an asset class, it’s usually a good time to buy
When everyone hates an asset class, it’s usually a good time to buy
People often write off an entire asset class as “dead”, when it is merely in the gutter. And if it’s in the gutter, it’s cheap. John Stepek explains w…
26 Jun 2020
Is the pound really turning into an emerging-market currency?
Is the pound really turning into an emerging-market currency?
Some analysts have suggested that sterling's volatility makes the pound "more like the Mexican peso than the US dollar". John Stepek asks whether this…
25 Jun 2020
What’s a better bet right now: a house in the UK or gold?
What’s a better bet right now: a house in the UK or gold?
Measured in ounces of gold, UK house prices have been falling for some time. A home now costs the same as it did in 1986. Dominic Frisby looks at how …
24 Jun 2020
Fund managers are feeling neurotic – that’s probably a good sign
Fund managers are feeling neurotic – that’s probably a good sign
The latest survey of global fund managers suggests they're feeling nervous about the current state of the markets. But that's not necessarily a bad th…
22 Jun 2020
Terry Smith: I'm not used to being ignored
Terry Smith: I'm not used to being ignored
Running a £20bn fund doesn’t guarantee good treatment from the companies you invest in.
22 Jun 2020
Four ways to give London's Aim market a boost
Four ways to give London's Aim market a boost
Aim, the LSE’s junior stockmarket, is celebrating its 25th birthday. It could do with a makeover, says Matthew Lynn.
21 Jun 2020
The US stockmarket is a bubble. So is it time to sell?
The US stockmarket is a bubble. So is it time to sell?
The US stockmarket is overvalued and there are many better opportunities elsewhere. So should you dump your US stocks and go after them? John Stepek e…
19 Jun 2020