Big Pharma deserves its reward for coming up with Covid-19 vaccines
Big Pharma deserves its reward for coming up with Covid-19 vaccines
Calls to restrain drug companies' profits from making Covid-19 vaccines are misplaced and would do more harm than good, says Matthew Lynn
29 Nov 2020
Are central banks about to start targeting house prices?
Are central banks about to start targeting house prices?
New Zealand’s finance minister has suggested expanding the remit of its central bank to include an oversight of house prices. John Stepek explains why…
27 Nov 2020
Bill Ackman: beware of short-term market volatility
Bill Ackman: beware of short-term market volatility
Bill Ackman, founder of the Pershing Square hedge fund, is upbeat on prospects for markets in 2021, but is worried about short-term volatility as coro…
27 Nov 2020
Was lockdown worth the cost?
Was lockdown worth the cost?
The government’s response to the Covid-19 pandemic has left us with a bill of at least £400bn. Has it been money well spent?
26 Nov 2020
Don’t panic – there’s an obvious solution to the UK’s debt pile
Don’t panic – there’s an obvious solution to the UK’s debt pile
Cutting spending or raising taxes won’t be enough to get the country out of debt. But there is another way out, says John Stepek.
26 Nov 2020
What to buy as the pandemic’s pent-up demand is finally released
What to buy as the pandemic’s pent-up demand is finally released
As economies reopen, says Merryn Somerset Webb, people are going to start spending again. And when they do, here’s what you want to be holding.
23 Nov 2020
Asia's RCEP: free trade without the red tape
Asia's RCEP: free trade without the red tape
Regional Comprehensive Economic Partnership (RCEP), Asia's new trading block, shows that it is possible to create large single markets without making …
22 Nov 2020
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Could the spat between the Fed and Trump’s Treasury derail markets?
Could the spat between the Fed and Trump’s Treasury derail markets?
America’s central bank seems to have fallen out with the US Treasury department.
John Stepek explains what’s going on, and how it could affect the ma…
20 Nov 2020
Stanley Druckenmiller: watch out for the Covid stock rotation
Stanley Druckenmiller: watch out for the Covid stock rotation
A lot of money has “rotated” into stocks that benefit from working at home. As we return to normal, it will flow back out, says Stanley Druckenmiller,…
20 Nov 2020
Could bitcoin really go to $300,000?
Could bitcoin really go to $300,000?
Bitcoin is off on one of its periodic rocket rides. And while you may think it’s a bubble, says Dominic Frisby, its potential is so enormous that you …
18 Nov 2020
The market reaction to the vaccine shows the value of contrarian thinking
The market reaction to the vaccine shows the value of contrarian thinking
As the vaccine news has shown, you don't have to think too far outside of the box to get ahead of the herd, says John Stepek.
17 Nov 2020
How green bonds will fund the coming energy transition
How green bonds will fund the coming energy transition
The need to cut carbon emissions will see a huge amount of investment in new infrastructure and clean energy projects, funded by the most simple of fi…
16 Nov 2020
Why we need to light a bonfire of red tape in the City
Why we need to light a bonfire of red tape in the City
We need to encourage more firms to list on the stockmarket. That should be easily achieved, says Matthew Lynn.
15 Nov 2020
This week’s rally in value stocks is just the beginning
This week’s rally in value stocks is just the beginning
The arrival of a vaccine this week saw huge gains in the markets and investors switching out of big-tech growth stocks and into “value” stocks in more…
13 Nov 2020
Jeremy Grantham: US should focus on “green” infrastructure spending
Jeremy Grantham: US should focus on “green” infrastructure spending
Jeremy Grantham, co-founder of asset manager GMO, says the US must set out on a new “green” Marshall Plan to tackle climate change.
13 Nov 2020
The UK housing market is booming – here’s one thing that could slow it down
The UK housing market is booming – here’s one thing that could slow it down
UK house prices continue their rise, with a big increase in activity. The boom may seem unstoppable, says John Stepek, but there is one thing that mig…
12 Nov 2020
The US election shows that what markets really like is certainty
The US election shows that what markets really like is certainty
The tight result in the US election shows that political stalemate could well be good for the markets, says Merryn Somerset Webb.
9 Nov 2020
How bitcoin will offer an escape from a Brave New World in the next two decades
How bitcoin will offer an escape from a Brave New World in the next two decades
Bitcoin should prove an excellent store of value as central banks muscle their way into the cryptocurrency world over the coming decades, writes Domin…
9 Nov 2020
The world in 2040: five potential market movers
The world in 2040: five potential market movers
Matthew Lynn takes an imaginary look back from 2040 at five of the biggest events to hit markets
8 Nov 2020
The US election is a mess – and markets everywhere love it
The US election is a mess – and markets everywhere love it
The result of the US presidential election may still hang in the balance, but in the markets, pretty much every asset bar the US dollar is having a fi…
6 Nov 2020
Politicians take over: the biggest investment shift for the next 20 years
Politicians take over: the biggest investment shift for the next 20 years
Politicians have been taking back control of monetary policy from the central bankers. This ends in inflation, says John Stepek.
6 Nov 2020
Stakeholders or shareholders – where should capitalism’s focus be?
Stakeholders or shareholders – where should capitalism’s focus be?
Company managements are busying themselves fighting climate change, increasing diversity and fostering employee wellness. That’s all well and good, sa…
3 Nov 2020