The Business Times
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Stuart Kirk

The IMF’s report, which comes out twice a year, is in the writer's opinion the best when it comes to explaining the interplay between economics and finance.

Why I love the IMF’s Global Financial Stability Report

It’s the best publication for investors – but the latest issue makes spooky reading

Shareholders should be able to directly pick their CEO.

It’s time to let shareholders choose the CEO

Companies should ditch the age-old parliamentary system in favour of direct votes

In strategist reports, causation is often claimed when the two numbers are merely correlated – if even that.
THE BOTTOM LINE

Relative measures can be absolutely wrong

Comparing one data point with another can be misleading, nonsensical or even dangerous

If a miner of coal is unsustainable, then so is the truck company hauling the stuff. And why not its tyre supplier or the rubber maker?
THE BOTTOM LINE

Rebranding ESG won’t save it from internal contradictions

The environmental, social and governance framework for investing is riven with inconsistencies

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