Articles from the author

Equities stumble, but last week was not the big risk event of 2018

Why we think bottom-up active managers are better positioned to hold companies accountable

Markets try to weigh behind-the-scenes pragmatism against public sabre-rattling on trade.

Which proves stronger between uncertainty about rates and confidence in earnings growth remains to be seen

The world’s second-biggest economy decides on where it wants to go

Markets stretch for return as the cycle matures and the Fed enters an uncertain new era.

This untapped resource could be the new frontier in investment research

Which will triumph in 2017?

US politics are grabbing all the headlines, but corporate America keeps chugging along

While US and European politics have dominated attention, emerging markets have quietly outperformed

While tax reform is an overdue necessity, modest tax changes could be the end result

Technology is fuelling an accelerating creative destruction process