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Opinion

  • March 24, 2022

    What are green offices for?

    A premium for green office space is encouraging. But that doesn't mean it will prompt the right kind of capital allocation
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  • March 24, 2022

    Right for the wrong reasons

    Often, we are right for the wrong reasons – and sometimes this is better than being right for the right reasons.
    Author Image
  • March 23, 2022

    Sunak looks to the long term

    But opts for a margin of safety in the face of increased uncertainty 
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  • March 22, 2022

    The long-term squeeze

    The cost of living crisis might be here to stay, because there are long-term pressures on real incomes.
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  • March 17, 2022

    The whiff of slowdown, or perhaps recession

    Upside inflation risks have increased and the outlook is less benign
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  • March 17, 2022

    What junk bonds can teach us about crypto

    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
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  • March 17, 2022

    Working out inflation

    Here’s a novel way to assess inflation’s impact
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  • March 17, 2022

    Dizzy with success

    Success breeds overconfidence, which can be disastrous for political leaders, company bosses and investors
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  • March 15, 2022

    The dangers of following the ETF herd

    Think twice before tactically allocating to commodities and renewables
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  • March 10, 2022

    The world’s intractable energy problem

    Whichever way we turn, there are no easy solutions
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