Analysis

Repeating his warning that markets are undergoing a “sea change” that will see a new set of winners and losers emerge in short order, the famed distressed-debt investor said it’s time to consider a profound shift from asset ownership to lending and credit.

Investors have a lot to gain from identifying the risks and opportunities present in the management of human capital. Productivity demands innovation, says Ruffer, and the companies that understand this will thrive.

The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.

The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates in a battle against inflation, a deflationary mist lingered over Japan. Until now…

A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the central bank will continue to keep market watchers on tenterhooks.

Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.

The Inside Network’s Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies that are exclusively founder-led.

The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and pursuing autonomy in the way they run their practice.