Stock market resilience simply reflects the fact that new share issuance remains very subdued
Financial markets can fall fast but investors should look for where longer-term problems may be brewing
The natural buyers of new equity have suffered relentless outflows
Making a periodic review of investment frameworks and the outlook for economies and markets is a good discipline
Some lessons for those investors tempted to chase the Trump trades
Diversifying exposure away from an employer makes cold financial sense
The impact of world events on the oil price has declined over time
Brainstorming about unintended consequences is one thing AI cannot yet do
Shrinking stock markets and an especially wide valuation gap between bonds and shares made the trend inevitable
It is hard to justify this research as a revenue generator nowadays — it is more likely a marketing expense
Long-term selling by pension funds and insurance companies have seen London-listed equities decline compared with global peers
Equity rallies can run and run before a reckoning, killing careers of sceptical investors
