geopolitics

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?

Geopolitics now dominates debate in the financial market. I agree that it matters, but frame the underlying thematic differently to most.

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.

In this wire, Janus Henderson CEO Ali Dibadj provides his perspective on what geopolitical developments mean for investors.

Wars, embargoes, rates roil markets

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.

This week’s charts begin with a visualisation of how the biggest stocks, mostly tech, have driven the S&P 500’s recent gains.

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

After coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year. So is now the time to snatch up a bargain? In...

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be...

Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...