Forbes: More Bad News For China’s Sorry Real Estate Market, UBS Says

 By SIMON CONSTABLE

The hits keep on coming for China’s economy.

This time the news is the country’s already beleaguered real estate sector is set for more bad news. Read more here.

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Forbes: Omicron Variant Won’t Stop S&P 500 Hitting New Records, Yardeni Says

 By SIMON CONSTABLE

Will the omicron variant of the COVID-19 virus be like “deja vu all over again”?

Read more here.

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Forbes: Whitehouse Drilling Move Could Send Gas Prices Higher

 By SIMON CONSTABLE

It might be time to buy a bicycle.

The Biden Administration just made an announcement that could send gasoline prices higher and keep them elevated for longer. It’s a strange announcement that comes after efforts by the government earlier this week to try to mitigate sky high gas prices. Read more here.

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CBS Eye on the World with John Batchelor: Energy prices continue higher

 By SIMON CONSTABLE

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CBS Eye on the World with John Batchelor: The virus returns with the snow in Northern Europe

 By SIMON CONSTABLE

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Barron's: 3 Reasons Why High Gas Prices Will Stick Around for a While

 By SIMON CONSTABLE

Bad news for your wallet: Eye-watering pump prices for gasoline are likely here for a while. 

Worse still, Tuesday’s announcement by the Biden administration to release oil from the strategic petroleum reserve (SPR) likely won’t have a prolonged effect on dampening pump prices, experts say. Read more here.

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Forbes: More Room For The Market To Rally Before Year-End

 By SIMON CONSTABLE

Stocks could have more room to soar by year end.

Yes, the market has already had a good run since the October low, but there is a good chance of seeing a lot more, according to a recent report. Read more here.

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Forbes: Yet Again, COVID-19 Could Send Europe’s Economy Into A Tailspin

 By SIMON CONSTABLE

The specter of COVID-19 related lockdowns have reared their ugly head again in Europe. And they could send the continental economy into a tailspin, experts say. Read more here.

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Featured in MoneyWeek: Look beyond Japan’s Olympic omnishambles

 By SIMON CONSTABLE

"Still, the long-term case for Japan is encouraging, says Simon Constable in The Wall Street Journal. The market was once shunned for its poor corporate governance, but reforms have forced Japan’s boardrooms to take shareholder value seriously. Schroders reports that the market’s average return on equity, a key gauge of profitability, has risen from 5% in 2013 to 6%-7% in 2019. That should spark more interest from global investors once the Olympics omnishambles has been sorted out."

Read full MoneyWeek story here.

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CityWire: Financiers should look beyond profit/loss to help save the planet

 By SIMON CONSTABLE

Investors have long had a single focus: a searing eye on the bottom-line profit or loss in pounds and pence. Now, experts say change is needed in the financial sector if the world is to successfully tackle climate goals, experts told attendees at COP26. Read more here.

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CityWire: How the finance industry is essential to reaching climate goals

 By SIMON CONSTABLE

Over a decade ago, taxpayers helped save the global financial system. Now the finance sector could repay the favour by helping save the planet, experts told attendees. Read more here.

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Featured in MoneyWeek: Investors lose faith in Brazil

 By SIMON CONSTABLE

Featured in the November 5, 2021 edition of UK publication MoneyWeek.

"You would think that soaring energy, mineral and food prices would be good news for a commodity exporter such as Brazil, says Simon Constable in Barron’s."

See full MoneyWeek story here.

 

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CBS Eye on the World with John Batchelor: Perhaps the fourth wave in Europe: & What's to be done?

 By SIMON CONSTABLE

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CBS Eye on the World with John Batchelor: After COP26, ESG investing and its unknowns

 By SIMON CONSTABLE

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WSJ: Environment and Climate-Focused Funds Dominate ESG Investing

By SIMON CONSTABLE

For funds focused on ESG (environmental, social and governance) principles, the “E” remains king as a magnet for investors. Read more here.

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Financial Analysts Journal: Boosting the Equity Momentum Factor in Credit

By SIMON CONSTABLE

Investors can double alpha in the credit markets by using simple equity momentum strategies enhanced by applying machine learning with boosted regression trees. Read more here.

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Financial Analysts Journal: ESG Rating Disagreement and Stock Returns

 By SIMON CONSTABLE

This study examines the extent of the disagreement by different rating agencies over ESG (environmental, social, and governance) ratings. Companies with high disagreement in their ratings face higher risk premiums but better stock returns. Read more here.

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Medium Awards Constable Top Economics Writer Status

 See stories on Medium here.

CBS Eye on the World with John Batchelor: COP26 and the ESG Investor Class

By SIMON CONSTABLE

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CBS Eye on the World with John Batchelor: Trade War Bans English Oaks in Ireland

 By SIMON CONSTABLE

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WSJ: What Is ‘Carry’ in Investing?

By SIMON  CONSTABLE 

Sometimes Wall Street veterans use the term “carry” when referring to the attributes of different asset classes. But to make matters more confusing, the term also refers to a type of sophisticated trading strategy. Read more here.

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CBS Eye on the World with John Batchelor: The disappearing Scottish snowcap.

 By SIMON CONSTABLE

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CBS Eye on the World with John Batchelor: A Scottish trawler ensnared by the fishing wars between France and England.

 By SIMON CONSTBLE

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Daily Star: The Egos Have Landed