Insights

Asia lies close to many of the world’s current fault lines, which is one reason investors approach it nervously. DALPHIN HOU of Foord Singapore argues that this wariness may be obscuring a simpler point: in a more…

US and world share market indices again made new records, helped by better-than-expected corporate earnings and the AI boom. Semiconductor shares have had their strongest start to the year since the dotcom bubble.…

Investors are often taught to focus on economics. DAVE FOORD, founder of Foord Asset Management, argues that politics usually has the louder voice — and that debt and credit risk are likely to shape markets more…

Markets snapped back in April after the March rout. While the Iranian war settled into an uneasy ceasefire, the Strait of Hormuz — the narrow channel through which much of the world’s oil and gas normally moves —…

Conflict in the Middle East has put energy prices back at the centre of markets. Portfolio manager BRIAN ARCESE writes that higher oil prices do more than unsettle inflation forecasts: they complicate central bank…

Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…