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

logo.png  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

logo.png  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

logo.png  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

logo.png  By NB  Jul 12, 2022