Oops, He Did It Again?

Oops, he did it again. The choir of commentators that almost unanimously predicted a Biden landslide has been caught singing from the wrong hymn sheet. Though the outcome of yesterday’s US vote is still very much up in the air,

Read More

Lord Waverley: Comprehensive UK Trade Policy Strategy for ‘a New Beginning’

The countdown to the United Kingdom embarking on a new chapter has begun. As I write, there are still many unknowns, the most pressing of which is whether we embark with or without a trade deal. Uncertainty will prevail until

Read More

US Investment Analysts Have Moved On from Trump

Wall Street doesn’t believe in miracles. In anticipation of a ‘blue wave’, US investors pushed the blue-chip S&P 500 up as the nation decides on the next occupant of the White House. With some 100 million votes already cast, pundits

Read More

Corporate America Weighing Its Options, Drifting Towards Biden

It’s the elephant in the room, quite literally, that most CEOs would prefer to quietly sulk in the far corner rather than upset their rickety apple cart, already wobbling under the strain of the Corona Pandemic. Just about the last

Read More

Big Tech Five Cash In on Pandemic

Big Tech is on a high. Yesterday, four of the five FAAAM giants published their quarterly results and surprised Wall Street analysts with a stronger than expected revenue growth over Q3. Year-on-year, the quartet (Facebook, Alphabet, Amazon, and Apple) registered

Read More

Tales of Shopkeepers, Trolley Cops, and Markets

Shopkeepers in Wales have reported a disconcerting increase in the number of scarcely clad patrons visiting their premises, often sporting nothing more than underpants and a facemask. The quasi-streakers roaming the aisles of Welsh grocery stores and pharmacies are on

Read More

When It Pours, Rainy Day Funds Help – A Little

Both the United States and the United Kingdom have joined the increasingly crowded ranks of countries sustaining a debt load equal to, or greater than, their national income. The US Congressional Budget Office has warned that over the next decade,

Read More

India: Carefully Seizing the Day

India’s aspiration of rivalling China for regional political and economic supremacy may seem to have been ruined by the Corona pandemic’s intervention. Prime Minister Narendra Modi’s stated goal of growing India into a $5 trillion economy appears more distant than

Read More

Evan Harvey, Nasdaq: The Board Perspective on ESG

Sustainability is a moving target. Though we might want uniformity, unanimity, and harmonisation — of standards, disclosures, and data points — there is mostly disorder. The signal of value is strong enough to hold our interest, but all the surrounding

Read More

CEO & General Manager Ugo Loeser of ARCA Fondi SGR: Shaping the Future of Asset Management with History of Experience and Reliability

Italy’s ARCA Fondi SGR is an asset management company that is authorised to manage the individual portfolios of institutional clients. The company was born from the experience of ARCA SGR, founded in 1983 by 12 popular banks. Today it is

Read More