Weekly Talking Points - Hot Hot Hot

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Gold and central bank stimulus removal risk. To read more please subscribe.

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Weekly Talking Points - Central bank watch (again)

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at airline shares and wonders if Buffett was right to avoid them all along. To re

Focus - Brace for Higher Real Yields

We have just published a new Focus piece on the likelihood and implications of rising real yields. Real yields are currently negative in most major markets and look set to rise up to zero and probably