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Chris Dillow

A case for gold Gold offers insurance against the risk of secular stagnation ...

29 July 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. 'Two speed' growth danger

    31 July 2015

    A strong pound, falling world trade and weak capital spending might keep interest rates low

    Markets are pricing in only a very modest rise in interest rates

  2. Coping with asymmetric risk

    30 July 2015

    Top-quality bond funds might offer some investors a way of coping with asymmetric equity risk

    Government bond returns, unlike equities', are positively skewed

  3. Next week's economics: Aug 3 - 7

    30 July 2015

    Next week's figures could show that growth is weak in the euro area, stronger in the US, and unbalanced in the UK

    Euro area growth is weak and patchy

  4. Commodity troubles

    29 July 2015

    It's not just commodity producers that suffer when commodity prices fall. So do most UK shares

    The correlation between commodity and share prices has been increasing over time

  5. Yes, manufacturing matters

    28 July 2015

    The decline of manufacturing might well mean slower economic growth generally.

    A shift from manufacturing to services might mean worse jobs and lower productivity - which is just what we have seen in recent years.

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