Monday, September 27, 2021

Forbes: How Biden’s Corporate Tax Hike Threatens Stocks

 By SIMON CONSTABLE

Proposed increases in corporate tax rates could put the breaks on profits growth. That should concern investors in the SPDR S&P 500 exchange-traded fund, which tracks the S&P 500. Read more here.


Photo by Alexander Mils on Unsplash

Sunday, September 26, 2021

Financial Analysts Journal: ESG Rating Disagreement and Stock Returns (Summary)

 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.

Photo by Chenyu Guan on Unsplash

Forbes: Cold Weather Could Warm Europe’s Attitude To Natural Gas Drilling

 By SIMON CONSTABLE

Surging natural gas price highlight how vulnerable Europe is to the Kremlin turning off energy supplies. Read more here.


Photo by KWON JUNHO on Unsplash

Forbes: A Key Indicator Shows Weakness In China’s Economy

 By SIMON CONSTABLE

You’d think from the official statistics that China’s economy was on fire. But a key metric indicates there could be trouble ahead for the second largest economy.

Read more here.


Photo by Ezreal Zhang on Unsplash

Forbes: Precious Metals Prices to Reach Record Levels Within 5 Years

By SIMON CONSTABLE

Precious metals investors shouldn’t despair. The long-term outlook remains positive. Read more here.


Photo by Scottsdale Mint on Unsplash


Thursday, September 23, 2021

Korn Ferry: Lessons from Angela Merkel (and Her Long Tenure)

Over the coming weeks, there will be hundreds of think pieces about the track record of Germany’s outgoing chancellor, Angela Merkel. But for leaders in the private sector, probably the most impressive takeaway is pretty simple: the length of that track record.

Read more here.


Photo by Kevin Woblick on Unsplash


CBS Eye on the World with John Batchelor: The long Covid Testing Road Home from the South of France

 By SIMON CONSTABLE


Listen here.