Infrastructure investments have attracted lots of attention from yield-hungry investors in the new world of ultra-low interest rates. But this growing demand, chasing after a limited supply of projects, has made attractive infrastructure investments harder to find.
Quantitative easing and low interest rates may have helped restore economic stability, but they have failed to deliver meaningful growth. A growing number of economists and policymakers are blaming demographics — we are having too few babies and living too long.
Indicators point to a peak in the pace of global expansion, but we still prefer equities to bonds.
Ever since Prime Minister Shinzo Abe came to power in 2012, bringing with him his ambitious “three arrows of reform”, investors have faced the question of when — or whether — to increase their exposure to Japan. Has the moment finally arrived or are there still clouds on the horizon in the Land of the Rising Sun?
The history of currency unions can tell us much about the outlook for the euro.
Stock markets continue to take an optimistic view of the risks to future earnings, but we remain gently cautious and note that there are plenty of reasons not to be complacent.
The probability of a hard Brexit is very much higher now than it was immediately after the referendum, despite a rumoured eleventh hour softening of May's tone ahead of Wednesday's invocation of Article 50.
The UK’s family businesses are a crucial part of the nation’s economic backbone. They employ nearly 12 million people, contribute £125 billion in taxes and generate a quarter of the country’s gross domestic product. Yet for many, long-term survival boils down to a problem that has little to do with business acumen: how to ensure close relatives get on with each other.