by Awatson | Feb 28, 2019 | UK
Is a global recession lurking behind 2018’s volatility? Our survey of financial media publications suggests many believe so, seeing slowdowns in some economic data as evidence. But whilst recession fears may have risen, a look at a broad swath of data doesn’t...
by Awatson | Jan 3, 2019 | UK
With eurozone GDP (gross domestic product, a government-produced estimate of national economic output) growth slowing in Q3, our survey of financial media publications turned up many worries the European Central Bank’s (ECB’s) mid-December decision to end its...
by Awatson | Dec 19, 2018 | UK
In our survey of media publications, we have seen some commentators argue Q3’s slower eurozone growth presages recession, but we think this conclusion is premature. Growth headwinds cited in much of the recent commentary we encountered seem overstated. Meanwhile,...
by Awatson | Dec 4, 2018 | UK
In our regular review of financial media, we often find headlines speculating over what will affect equity prices. Many treat the relationship between news and market movement as clear cut. For example, a weak economic data report must automatically be “bad” for...
by Awatson | Nov 29, 2018 | UK
Amid the many negative trade headlines we have seen recently in our survey of media publications, it is perhaps easy to overlook positive trade developments. But several new trade deals are in the works and nearing completion, underscoring what we think is a bullish...
by Awatson | Nov 26, 2018 | UK
In our experience, many investors globally tend to carry huge holdings in companies they are familiar with. Sometimes it is a local company they see on the nightly news. Sometimes it is their employer. Sometimes it is merely a firm from their country. Familiarity...
