Investing
Financial Market Outlook 3Q22: Finding order in a new order
We are in the process of adjusting for inflation, rising interest rates, tightening, oil prices, war, a breakdown in the...
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How they invest: Pension funds from the world’s leading countries
This article is part of the Series "How they invest" that presents how the major private and individual investors act...
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Investing in Secular Stocks Series: Part 3 – Buying companies with competitive advantages and at a fair price
The competitive advantages of the Porter's 5-force model The dissemination of information has reduced today's competitive advantages to a narrower...
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Investing in Real Estate: Part 2 – The value and of the returns of real estate investment
In household surveys, real estate investment is considered one of the best long-term investments Over a very long period, from...
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Investing in Real Estate: Part 1 – The types, benefits and weight of real estate investment in household total assets
What is real estate investment? Is our house an investment? In most countries real estate is the most important part...
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When are stock markets expensive or cheap?
The determinants of long-term stock market returns: the PER or even better the PE CAPE Schiller, the equity risk premium...
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Oil & Investments Part 3: Oil dependencies and the effects of the war in Ukraine
World oil trade The impacts of the war in Ukraine In a previous article we saw global oil supply and...
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Oil & Investments Part 2: Global Oil Supply and Demand
Global oil supply: OPEC+ and other producers Global oil demand: developed countries versus emerging countries The evolution of energy intensity...
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Oil & Investments Part 1: Oil Shocks and Recessions
The recent rise in the price of oil The relationship between oil price shocks and economic recessions The transmission channels...
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Financial Markets Outlook 2Q22: The risks of inflation, rising interest rates, the war in Ukraine, and the FED response
Stock markets and bonds fall 5% in the 1rst quarter and are volatile, with the risks of high inflation, rising...
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