Author: Chris Metcalfe

Though the second half of 2021 started relatively benignly following a turbulent start to the year, September leading into October has faced a series of economic/political events that…

Is China Uninvestable? The noise surrounding the Chinese government’s crackdown, which started with technology firms and then quickly bled into other sectors, reached something of a crescendo on…

When does correlation really matter? The highest correlation in the table (fig.1) is the MSCI World/Information Technology Index and the MSCI World Growth Index; in fact, they are…

China: The bigger picture To put the below into context, we need to remember that China is a domestic growth story, and that story remains very much intact;…

After a year’s delay, all eyes were on Tokyo on Friday as the curtain was finally raised on the 2020 Olympics. In the weeks to follow, despite the…

The first half of 2021 has brought an abundance of unlikely statistics, but the fact that it was the best H1 for combined global equities in over two…