I have become more concerned about the possibility of a recession.
The picture is far from conclusive, and it is still possible markets will stabilise and the economic cycle will be extended further, but I have seen enough to convince me to become defensive. It is...
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Knee-jerk reactions could become self-fulfilling
Poring through the FCA's new regulations
A fond farewell
What risk factors should investors look out for?