LONDON The speed of the euro's 10% surge against the dollar over the past 100 trading days is aping the sort of 'brutal' currency moves the European Central Bank has moaned about in the past.
LONDON Having already brushed aside the pandemic to recapture record highs, the expansion of the high-flying technology sector as a share of overall investment indices is prompting some concerns about over-exposure.
LONDON Economic and political uncertainty have never been deeper in the lifetimes of most investors and yet investor behaviour surrounding such chronic anxiety may, counter-intuitively, be suppressing market volatility.
LONDON World stocks have all but completed the much vaunted "V-shaped" recovery from the pandemic shock, anticipating a substantial healing of the global economy over 12-18 months. But discrimination between markets is now increasing.
LONDON The days of using safe bonds as ballast for equity-heavy investment portfolios may now be numbered for many investors - though what replaces them is a much more complicated business.
LONDON Investors who snapped up Austria's first "century bond" three years ago would have so far doubled their money, outpacing the racy Nasdaq composite with a total return of 101% in dollar terms.
LONDON With no silver lining in the Brexit cloud weighing on sterling, November's U.S. presidential election is now emerging as yet another potential drag on a much-unloved British pound.
LONDON Emerging markets have breathed a sigh of relief at the easing of the dollar-funding shock that accompanied COVID-19, but the respite may be temporary as the post-pandemic landscape looks more unfriendly than ever before for developing economies.
LONDON Like the coronavirus, the big problem with inflation during the pandemic is how little we know about it, an information gap which is forcing central banks to act now and ask questions later.
LONDON It's hard to find an investor who hadn't already assumed some form of second wave of COVID-19 when economies reopen, so why did stock markets panic at the hint of a relapse last week?