As investment rush accelerates, the winners will control inputs unlikely to be commoditised
Staying the current monetary course implies more chaos, not less
There are sectors that serve older populations and are conducive to automation
With progress in AI, the showhorses may yet eclipse the more technically skilled workhorses
Clarity on regulations and how they are applied are needed as much as simplification
The yellow metal still offers investors diversification benefits
The real challenges are not fragmentation along national lines or competition between different types of trading
Gold demand has spilled over to the white metal, which also acts as insurance in times of turbulence
Rather than financial alchemy, such deals involve mispricing, reduced capital buffers and hidden risks
Decision on wipeout of $17bn of AT1 bonds raises questions over impact on UBS
$510mn securitisation by the World Bank’s IFC is a template to boost flows into developing countries
A fresh regime is required for a world of high debt and large central bank balance sheets
Europe should design an insurance facility to act as a buffer at the heart of monetary union
The world is a thoughtless prisoner of history when it treats bullion as a desirable store of value
Bond markets are losing patience with political paralysis
Policymakers may have inadvertently stifled opportunity through a focus on investor protection
We need to support the thousands of community and regional banks that play a critical role in lending to growing businesses
The rapid building of excess capacity both extends bubbles and ultimately bursts them
The shock of Trump’s $100,000 fee is an opportunity to reverse the brain drain and move up the value chain
Despite the gloom over Trump trade war fallout, assets in developing economies are showing strong gains
Financial anomalies are another sign of how political factors are shaping economic policies and markets
Investment strategies vary according to the expected vision of the future
The Fed was right to cut rates given the downside risks to employment
Policymakers should act to ensure greater transparency of the increasing amount of private transactions
Downsizing has become less appealing to older generations, lowering inventory of property sales
