How to invest for unicorns and soft landings (DON’T)

Don’t panic, unless you’re a central banker. In which case, what the hell are you doing reading this? Don’t you know that inflation is above…

Why the origins of Covid still matter to your portfolio, whether you like it or not

I’m sure you’re sick of hearing about Covid. Indeed, you may be hoping that the crisis is behind us. Especially for investors. We’ve got other…

Withdrawal symptoms strike euro area government bonds

Euro area bond yields are spiking over fears that the European Central Bank (ECB) will withdraw stimulus. Are we in for another European sovereign debt…