Opinion

A premium for green office space is encouraging. But that doesn't mean it will prompt the right kind of capital allocation

Often, we are right for the wrong reasons – and sometimes this is better than being right for the right reasons.

But opts for a margin of safety in the face of increased uncertainty 

The cost of living crisis might be here to stay, because there are long-term pressures on real incomes.

Upside inflation risks have increased and the outlook is less benign

Lessons from history: Michael Lewis's seminal book Liar's Poker and its excoriation of the slow-moving Salomon Brothers leadership holds some key ideas for thinking about the latest evolution in the financial world

Here’s a novel way to assess inflation’s impact

Success breeds overconfidence, which can be disastrous for political leaders, company bosses and investors

Think twice before tactically allocating to commodities and renewables

Whichever way we turn, there are no easy solutions