The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time periods, those recalibrations and resets tend to be small and in both directions, resulting in the ups and downs that pass for normal volatility. Clearly, we are not in one of those time […]
I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. That said, I tweet less than ten times […]
My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers, while doing close to nothing for the businesses and investors it claims to help, and even less for society. That judgment may be harsh, but as the […]
As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. However, I am not a political expert, with solutions to offer that will bring the […]
The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. In fact, questions about profitability seem to have taken center place again, not […]
It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the midst of all the action, to no one's surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft or FANGAM) that have largely driven US equities for the […]
In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there. Investors all talk about risk, but there seems to be little consensus […]
Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and politicians seemed to be either in denial or casually dismissive of its potential for damage. Initially, the high inflation numbers were attributed to the speed with the economy was […]
Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption that the virus would fade during the year, and the pressures that the resulting growth would put on inflation. In a post at the start of 2021, I argued that while stocks entered the year […]
Kevin Hassett, President Donald Trump's top economic adviser, suggested Goldman Sachs may be slanting its economic research to help Democrats ahead of the midterm elections.
Land O'Lakes CEO Beth Ford charts her career path, from her first job to becoming the first openly gay CEO at a Fortune 500 company in an interview with CNN's Boss Files.
AZALEA investment management on Thursday (May 19) launched its latest batch of Astrea private equity (PE) bonds for public subscription, with retail investors having access to Class B bonds that pay a higher fixed interest rate for the first time.
KKR’s global impact fund, which was launched in 2018 and closed in early 2020 with a committed capital of US$1.3 billion, focuses on investing in companies with solutions that address global challenges outlined by the United Nations’ Sustainable Development Goals.
KEY Asian markets tumbled on Thursday (May 19), as Wall Street ended sharply lower overnight on fresh worries over the US economy after retailer Target Corp missed estimates.
TWO insurance agents were charged on Thursday (May 19) for obstructing the course of justice by falsifying records and providing false information, the Monetary Authority of Singapore (MAS) said in a statement.
THE Straits Times Index (STI) fell 1.1 per cent or 34.64 points to close at 3,190.71 on Thursday (May 19), following a heavy sell-off overnight across major US indices.
KEY Asian markets tumbled on Thursday (May 19), as Wall Street ended sharply lower overnight on fresh worries over the US economy after retailer Target Corp missed estimates.
SHARES of Frencken Group fell in the morning trading session on Thursday (May 19), after it posted a 12.6 per cent decline in its first-quarter net profit.
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