The need for cyber security permeates all levels of society. The threat of highly damaging attacks means that security spending will likely increase further to record levels.
The earnings season will deliver an enormous amount of newsflow. This one is shaping up to be unusually interesting. Here is a quick guide on what to expect and what to look out for from the macro perspective.
The persistently gloomy narrative on the UK equity market seems unjust, given the underlying growth and value opportunities we are finding. So what can the UK’s wine industry teach us in the face of such unrelenting negativity?
Defined benefit (DB) pensions schemes have recently been buying equity protection (put options) to reduce downside risk. But could writing puts ever make sense?
Investor psychology may be all the rage in recent years, but by stripping away any emotional attachment to investing, we find that valuation always ends up the most important aspect for stock selection.
Signs of bubble trouble in equity markets have dissipated, in my view. But as the risk of a market melt-down has fallen, could the chances of a ‘melt-up’ be rising?
The Chinese government's frequent interventions in the property market have meant that house prices have been rising at a stable rate for more than a decade. But are commentators' fears about volatility justified?