Don’t count on making money out of the coming transport revolution
New technologies will revolutionise the auto industry in the coming years but will investors make any money from this transformation? Driving can be a hazardous affair in Portugal. I have
Is the German economy running on empty?
Portugal’s recent strong economic performance (GDP outpaced the rest of the eurozone in 2017 and 2018) is all the more remarkable given the difficulties facing two of its main trading
Hold the front page: the world is getting better
How about a late summer quiz to get the mind working again after all those hours by the pool? Try answering these three multiple-choice questions about the state of the
Why bond markets may be sending false signals about a global recession
The global bond market is almost twice as big as the world stock market in value terms yet it seldom gets mentioned in the press. When equities fall sharply, the
Why you will never be rich if you listen to mainstream economists
What is the relationship between economics and investing? You might think a strong economy would lead to a sharp rise in share prices and vice versa. You might also believe
Printing money: A warning from history
Escaping the summer heat of Portugal, I visit a favourite haunt, an Anglo-Saxon church in the New Forest of southern England. Atop a hill, it looks out over green fields
But for a natural disaster we could all be speaking Portuguese rather than English
I am currently trying to learn Portuguese, a task made more difficult by the fluent English skills of so many locals. I say “bom dia” at the supermarket till, only
Will interest rates ever go up again?
Back in 2013, I worked for a large asset manager in London. At that time, the Chief Investment Officer (CIO), ultimately responsible for looking after hundreds of billions of pounds
Is the eurozone periphery heading off the rails again?
Remember the PIIGS? It’s nearly 10 years since a debt crisis erupted in Greece and spread swiftly across the peripheral eurozone countries, unkindly labelled the PIIGS (Portugal, Ireland, Italy, Greece