Tag: Ben Laidler

Beach Stocks Soar

Global and European beach stock baskets returned 46% and 24% respectively last year compared to 7% for global stocks. The best performances were...

Coffee Prices Surge: Weather Woes and Supply Chain Struggles Hit Consumers

COFFEE: Prices have risen by 25% this year, as bad weather has affected crops in Brazil, the main producer of Arabica coffee, and in...

Cotton Soars: Relief for Struggling Commodities, Challenges for Apparel Industry

Commodities grappling with difficulties are finally feeling some relief thanks to stronger global growth, stabilization of the US dollar, and supply disruptions. Cotton is...

Global Market Outlook: US Market Set for Positive Year, with Europe and Emerging Markets Likely to Outperform

DIFFERENCES: There is a widespread belief that the US is set for a positive year of interest rate cuts and accelerated profit growth, with...

Global Debt: A Tale of Varying Sensitivity to Interest Rates and Debt Structures

DEBT: Global trends in debt are consequential, and current levels are exceptionally high. Significant differences exist, however, between the debt segments of governments, companies,...
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