ANALYSIS: Capitalist economies tend to thrive when businesses can safely assume that governments will treat them fairly and consistently and that changes in regulations and taxes will be driven by broad policy objectives rather than erratic favouritism.
ANALYSIS: Think about measuring size using price to sales ratios.
ANALYSIS: Fixed income investors may seek greater compensation to part with their money.
ANALYSIS: Balancing inflation risks against growth risks.
ANALYSIS: With economists having predicted nine of the last five recessions, how worried should investors be this time?
In a declining market it's easier to see which fund managers have been taking more risk.
ANALYSIS: Homebuilders: A fantastic bargain or toxic waste?
ANALYSIS: How impact investing can differ depending on the assets.
ANALYSIS: The pandemic has played havoc with earnings comparisons but market indicators do not bode well.
ANALYSIS: Implications for ESG investing.
