William Bourne has recently written an article on what higher bond yields mean for the wider investment markets, and in particular...

Linchpin looks again at the conundrum of Japan after a visit to the country. Valuations are cheap and provide downside protection, but...

Linchpin takes an initial look at Trussonomics and how the Bank of England might finance the Chancellor’s plans. It seems to combine...

Policy in a new era is gradually becoming clearer. Linchpin looks at what matters to those setting strategic asset allocations and...

Japan is a conundrum for investors at the moment. A lot is going right, but it seems to have fallen off the map for asset allocators,...

It is only two months since I last wrote about markets. I thought then that recession was odds-on and looked at some of the strategies...