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Tight fiscal rules can prevent the kind of investment which has helped the city state to thrive
Top-heavy markets
Taking the fun out of heuristics
Insignificant Seven?
Asset-backing these promises could lift investment and growth
Having failed to make it, more firms may try to fake it
We don’t know — and we have the charts to prove it
The ratio is wheeled out to support bold claims about future returns. It cannot bear the weight of such expectations
Pick your poison
Them’s the breaks
Market prices can change expectations, as well as reflect them
(And why you should care)
Given current conflicts and a congested 2024 electoral calendar, investors need to take into account geopolitical risk
. . . if you’ve been a government bond hodler
Equities cannot guarantee superior performance over the investment horizon of most investors
Insert coin to discontinue
Past performance is not necessarily indicative of future results, but it does make for some neat charts
Canada, Australia and Denmark are success stories to learn from
Hitting the history books for comparisons
Courtesy of Nathan Tankus’ notes
Markets appear inefficient enough to justify large investors’ use of them
The great (e)SCAPE
As a JPMorgan strategist argued recently, complexity is both pointless and counterproductive
Or: a vibes-based discussion about international public sector accrual accounting for inflation-linked bonds
Politicians should not forget that we all have a stake in a functioning pensions market
International Edition