Global Strategy
Higher Growth at a Discount: Asian Stock Markets Trump US
Christopher Wood delivers his recommended global stock market asset allocation, favouring Asian stock markets and emerging markets over the US.
Market Sell-Off: Wage Inflation Spooks Zombie ‘Algo Trading’ Machines
Wage Growth Unsettles 'Goldilocks' Market Era The stock market correction over the past week is the biggest since January 2016. It…
Millennial Consumption: Goodbye Basement…
The Largest Demographic Cohort There is an interesting development that has begun of late to get attention in the investment…
The Biggest Risk to Stock Markets — Central Banks Removing the Liquidity Punch Bowl
The Liquidity Punch Bowl It is appropriate with the inauguration of this weekly column to look at the 'Big Picture'.…