business cycle

We look at data, the economic cycle, and outlooks from fund managers and research houses in an attempt to answer that question.

Unearthing Resilience for Growth

Central banks’ inflation destroys currencies and worsens the boom-bust cycle. Milton Friedman reckoned that computers would do far better.

In previous posts, I’ve discussed our reasoning for why we believe the global economy is in the later stages of the business cycle. The next part of the cycle is a...

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs,...

With US leading economic indicators still rising, a sustained fall in economic activity and the share market is not currently being signalled. The Conference Board...