Over the past few months I have been on the defensive. Markets have generally risen, I would argue because of the Janus-like policy of...

Japanese bond markets have attracted more attention recently than for many years. Ten-year bond yields have risen to 0.5% following a...

A few weeks ago I wrote an article called ‘What could possibly go right’? My main point was that equity markets were being...

Equity markets have risen substantially in the last two months. The oil and financials-heavy FTSE100 actually rose during 2022 despite...

Annual inflation indicators survey |Linchpin This is Linchpin’s eleventh annual update on the long-term outlook for inflation, in which...

William Bourne recently spoke at a Camradata round table on the subject of Japan Equities with four other panellists. It was a robust...