Latest News
Liquidity is a bigger worry for investor returns than growth
There is nothing automatic about high inflation or tighter policy catalysing a deep recession
By NB
Jul 15, 2022
Will rising interest rates actually lower prices?
A corporate feud over low-earth orbit satellites has pitted the west against China
By NB
Jul 15, 2022
China’s contrasting path offers the potential for uncorrelated returns
Investor case for Chinese assets rises despite regulatory and geopolitical risks
By NB
Jul 13, 2022
Why a higher inflation regime will eventually be good for investors
Stronger nominal demand will mean stronger earnings and sustainably higher interest rates
By NB
Jul 12, 2022