Brazil votes and the whole world is watching
Much is at stake in Brazil’s forthcoming election: a possible shift to the right in Latin America, allegations of corruption and the great-power rivalry between the United States and China. “Ultimately, however, the economic situation is likely to prove
Five Investment Trends Beyond the Market Noise
A resilient economy and rising inflation are currently shaping conditions in equity markets. However, the key source of uncertainty remains the war in the Middle East. “Leaving aside the geopolitical situation and short-term market fluctuations, several
The Yen Becomes a Rollercoaster Currency
For many years, the Japanese yen was regarded as one of the dullest and most stable currencies in the world. Anyone investing in yen generally knew in advance what to expect. Over the past few months, however, that has changed noticeably. “The yen has
Between War and Economic Strength: The State of the Markets
Two opposing forces are currently shaping the global economy: on the one hand, the strength of the corporate sector; on the other, private households, whose purchasing power is being eroded by rising prices. The war in Iran is playing a central role. “As
Iran – USA: the global economy as a battlefield
It began with bombs and missiles, but the war between Iran and the US is now increasingly being fought on the economic front: Tehran is blocking oil shipments, driving up inflation and interest rates worldwide. The US government is attempting to bring
Interest rates are rising: a step back in time
Government debt is rising, particularly in established industrialised nations, whilst interest rates are on the rise. The yield on 30-year US government bonds has now returned to around 5.2 per cent. This is putting pressure on public finances. “However,
USA versus China: The Decision Will Be Made in the Western Pacific
Military exercises scaled back: South Korea and the United States are reducing the scope of their joint drills as the Western Pacific becomes the geopolitical epicentre of global tensions. Strategic competition between Washington and Beijing is
The automotive industry: conquering the rest of the world with China
Whilst European car manufacturers are battling for market share in China, the competition has long since shifted to other regions. Emerging markets are becoming the new battleground, and Chinese manufacturers are already leading the way there. “Emerging
AI – from the stock market bubble to the investment bubble
The AI boom is increasingly being seen as a credit-fuelled investment bubble with potentially greater systemic risks than the dot-com crash of 2000. Investors must therefore remain vigilant. “Free cash flow and balance sheet quality are coming into
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