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An exciting currency year awaits in 2019

Teaser: The coming year will start-up with higher volatility, though at the same time it offers good opportunities for investors. The year that is now fading-out has prompted a couple of hefty currency crises and general headwinds in many emerging

Warning from the Bank of Italy

Teaser: The Italian central bank recently published a report that barely pleased the government of Rome, though it is worth the read. Since spring, it has been well-known that the new Italian government has been on its way with expansive

November’s Top 3 Reads

Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this November, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,

U.S. 10-year yield to hit 4% in 2019

Teaser: 2019 is waiting just around the corner, and when listening to different forecasts, one could get the impression that next year will be the most boring year in the financial markets throughout decades, though I doubt. On behalf of

En mægtig megatrend vender tilbage

Væksten af husholdninger i det indkomstsegment man kan betegne, som den lavere middelklasse, var før Covid-19 krisen en af de globale megatrends jeg vurderede, som værende blandt de mest betydningsfulde. Men hvordan går det med denne megatrend der for blot

More risks from Emerging Markets

Teaser: During the first 10 months of the year, investments in Emerging Markets have generally been a loss-making experience.  Most times, a market turns around, though in this case, it still requires a few months of patience – and risk

A ballot in December that can change EU

Teaser: German Chancellor Merkel’s sudden withdrawal as party leader of CDU can become quite interesting for the financial market, depending on the Hamburg convention in December. On Monday, the 29th October, a bomb was thrown in German politics. Chancellor Angela

October Top 3 Reads

Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this October, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn,

Kick-off for the budget season in the EU

Teaser: The powerful discussion about Italy’s budget for 2019 echoes throughout the EU, but France and Spain also risk ending-up in the limelight. Since May, there has been an awaited collision between the Italian government and the European Commission. The

TPP – 11 is the upcoming free-trade zone

Teaser: The global trade routes are currently challenged due to increased import tariffs and movement within the free-trade zones, though it also opens new opportunities. The stormiest agreement about a free-trade zone within the recent years is, in my view,