Daily insights, analysis and explanation of the key themes and events driving global financial markets

  • Bill Blain
  • May 16, 2022
  • 9:03 am
  • 0 comments
Blame the central banks, say the politicans..!!!
Central Banks and Politics will be the dominant theme this week/month/year. Politicians are anxious to show inflation and recession are not their fault. Blame Central Banks! The Politics of Blame has profound consequences for markets.
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  • Bill Blain
  • May 16, 2022
  • 9:03 am
  • 0 comments
Blame the central banks, say the politicans..!!!
Central Banks and Politics will be the dominant theme this week/month/year. Politicians are anxious to show inflation and recession are not their fault. Blame Central Banks! The Politics of Blame has profound consequences for markets.
  • Bill Blain
  • May 13, 2022
  • 10:12 am
  • 4 comments
NFTs 1, Blain Zero
NFTs are in the press for all the right reasons – insider trading, zero value and scams, but as digital assets in a digital world have enormous potential – for making your wallet lighter….
  • Bill Blain
  • May 12, 2022
  • 10:05 am
  • 4 comments
Woke and ESG are Dead! Long Live ESGG!
ESG is getting a bad press these days, blamed for energy insecurity and much else wrong with the allocation of capital. It needs to be refined: ESG version 2.1 will be critical for addressing the massive threats arising from social injustice and income inequality.
  • Bill Blain
  • May 11, 2022
  • 9:23 am
  • 6 comments
As markets correct, remember the wit and wisdom of Ace Greenberg!
Markets remain in a major correction – but fear not. When the hurly burly is done, what goes down and survives will (eventually) come back up! As the pain bites, I recommend the wit and wisdom of Ace Greenberg, the best banking CEO ever, a man who understood the primacy of common sense.
  • Bill Blain
  • May 10, 2022
  • 9:16 am
  • 5 comments
Shipping – a real world asset class, but complex!
Yesterday’s ongoing pain in crashing financial asset markets demonstrates the need to diversify portfolios and decorrelated returns. Shipping is one such asset; returns have been boosted by scarcity as a result of the pandemic – the question is: can these returns be maintained?
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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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