Public and private markets are seeing big changes that provide new options for investors
The financial industry needs to think of resilience as much as efficiency when putting real-world assets on to blockchains
Delay by US central bank in easing monetary policy could jeopardise soft economic landing
China’s reliance on exports is set to fan the flames of protectionism elsewhere
Macroeconomic policies in many countries have undergone significant improvements
Advances in technology mean institutions can and should gain a fuller picture of where cash flow problems might lie
More reforms are needed if the euro is to maintain and strengthen its role amid geopolitical shifts
The risks of holding Treasuries are rising with increasing deficits
The US central bank increasingly needs an understanding of meteorology to see where the economy is headed
Rising margins underpin valuations despite worries that the market is expensive
After the election British policymakers urgently need to jump-start the City’s capital-raising engine
Strategy for transmission networks needs a rethink to avoid rising costs
Monetary policy in advanced countries is diverging in a manner that was thought highly unlikely just a few months ago
Policy mistakes and economic vulnerabilities could disrupt markets.
The ECB and BoE should not wait too long before easing their policy stance
Losses have been brutal in US but strong gains have been made internationally since depths of Covid pandemic
Investors are going to be investing for so long that a fixed income-laden portfolio is far from optimal for them
The factors that explain why a contraction has been a no-show
Beijing is stubbornly refusing to genuinely empower consumers, preferring to focus on industrial support
The prospects for returns are much brighter, with bond yields at the highest levels since the global financial crisis
Current international tensions are concerning for markets but not unprecedented
An easing of Eurozone monetary policy before the US could raise the cost of imported goods and services
The end of the historic bull market in the asset class just means a different approach is needed from investors
Moderate use of leverage should usually provide a good-enough return
The central bank has called time on its ETF buying but has yet to say what it will do with its massive investments
International Edition
