FOR commodity bulls, relief from five years of pain is in sight.

MICHAEL Lewis is the poet laureate of the financial world. Each of his deeply researched, beautifully composed books causes a stir when published. Recall the brouhaha that erupted when Lewis,...

WHILE the S&P 500 made a new high last week, the "Trump Trade" appears to be exhausting. The key elements of the trade have been: bullish US dollar, US equities, USD/JPY, Japanese...

FINANCE sector stocks, deeply unloved since the 2008 financial crisis, may be in for a substantial re-rating over the next few years, says Guy de Blonay, Jupiter Asset Management (Jupiter AM) fund...

STRATEGISTS are coming around to the idea that Japan is the place to be in 2017, with Morgan Stanley the latest to embrace one of the year's biggest comeback stories at the expense of America...

IT was big data's big moment...

TWO weeks after Donald Trump swept to victory, investors from around the world are betting that his promises of tax cuts, fewer regulations and a spendthrift federal government can recharge the...

ACADEMIC studies have over the years pointed to the existence of a "size effect" in equity returns with small-cap stocks outperforming large caps (eg, Banz, 1981, on absolute and risk-...

HOW can we transition quickly to a low carbon economy? Will there be sufficient healthy food to feed nine billion people? Are supply chains respecting human rights and reducing inequalities? These...

EVERY five minutes a satellite captures images of China's biggest cities from space. Thousands of miles away in California, a computer looks at the shadows of the buildings in the images and...