It is a truth universally acknowledged, that an economy in possession of a strong labour market must be in want of a central bank, as Jane Austen might have said, had she had the fortune to be a securities analyst rather than an acute observer of manners.
Japan is in this position. The most commonly-used ratio to describe how weak or strong demand for labour is in Japan is called the job offers to applicants ratio. As the name suggests, this compares...
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Focus on strong ESG scores