Invest in knowledge to make your trades go further June 3, 2020 | Sponsored “An investment in knowledge pays the best interest,” once quipped US founding father, Benjamin Franklin. While the advice of long-dead polymaths can usually be disregarded in the context of modern investment, this maxim has stood the test of time. The primary reason an investment might fail is a lack of understanding. The democratisation of financial [...]
Funding the Covid-19 recovery: Seize the opportunity to build a better tax system June 2, 2020 The suspension of huge parts of the economy coupled with an unprecedented package of government support measures mean that tax revenues are falling while public spending is surging. A leaked Treasury assessment estimated a £337bn budget deficit this year, nearly seven times the forecast in March’s budget. Analysts expect the debt-to-GDP ratio to be near [...]
Why global cities can still thrive despite Covid-19’s impact June 1, 2020 | City Talk The most connected part of global cities could be of even greater value despite an increase in remote working. The Covid-19 pandemic has accelerated our digital future with remote working set to become the norm for many people. But although fewer people will be travelling into cities each day to work in the knowledge economy, [...]
Dividend bear markets: the grizzly facts May 29, 2020 | City Talk With companies around the world drastically cutting dividends, we’ve looked at 149 years of data to see what’s happened previously at such times and what investors might expect next. Dividends are expected to be slashed by 25% to 50% across the globe this year compared with 2019. This will be an unwelcome (if not entirely [...]
Inflation post Covid-19: to be or not to be? May 26, 2020 | City Talk We spoke to two experts who argued the case for and against inflation in the near future and what it means for investments. Abdallah Guezour, Head of Emerging Market Debt and Commodities, and Keith Wade, Chief Economist, discuss the outlook for inflation in the midst of the Covid-19 crisis. Abdallah argues the case for inflation [...]
Good trading is about decision making May 26, 2020 | Sponsored Trading strategies aren’t really ‘picked’. They manifest and evolve based on skill level, risk tolerance, and market exposure; balancing technical expertise against fundamentals and often, a hunch, or gut feeling. Whether seeking a passive income, wealth preservation, or capital appreciation, your approach will be as unique as your style, budget, and needs. When picking a [...]
Balance sheet erosion and impact on share prices May 26, 2020 | Sponsored As the virus has grown, so balance sheets have shrunk. In this global health crisis, it is not just people who are ill. Against conditions already uncertain with a trade war and Brexit, this crisis has shaken the bones of the stock market, exposing fragile finances at more than a few firms. Some zombies, unable [...]
Facebook shops for customers as e-commerce explodes May 22, 2020 | City Talk Do you remember when you needed a new item of clothing and headed to the high-street to browse the shops? Perhaps a few try-ons in different places before making your selection? Coronavirus means that’s obviously not possible at the moment, meaning a choice of either waiting until lockdown passes or going online. More and more [...]
Covid-19: the inescapable truths faced by investors May 22, 2020 | City Talk Investors will need to be more agile than ever as Covid-19 reinforces many of the trends driving the world economy prior to the outbreak. “At the beginning of the plague, when there was now no more hope but that the whole city would be visited; when all that had friends or estates in the country [...]
Why’s everyone talking about Italy (again)? May 22, 2020 | City Talk Italy went into this crisis in a more precarious situation than most. Here Senior European Economist and Strategist Azad Zangana explains why. This is going to be the deepest recession for the eurozone economy in modern times. Just as Italy has been one of the hardest hit nations in the Covid-19 crisis, there are fears [...]