Sunday, April 30, 2023

Forbes.com: Reaching The Fed's 2% Target Will Cost America Big, New Research Shows

By SIMON CONSTABLE

There’s inflation, and then there’s big, elevated, inflation, humongous out-of-control inflation.

And depending on which type you are fighting the impact on the economy will be different, new research shows. In America, the cost could be brutal. Read more here.



Federalreserve, Public domain, via Wikimedia Commons


 

Forbes.com: What You Didn’t Know: How Sudan’s Civil War Matters To M&Ms, Coke

By SIMON CONSTABLE

The gruesome civil war in Sudan might seem like a problem far from home, given the tiny size of the economy and its relative strategic importance.

However, the ongoing calamity, which shows few signs of abating, will, in all likelihood, impact the supply or prices of candy. Read more here.

Nina593562, CC BY-SA 4.0, via Wikimedia Commons


Thursday, April 27, 2023

Forbes.com: Falling Oil Prices Paint Bleak Economic Picture

By SIMON CONSTABLE

The price of oil is telling us something worrying about the global economy.

Despite recently announced production cuts by OPEC+ (The Organization of Petroleum Exporting Countries plus Russia), Brent crude oil prices continue to decline. Read more here

GulustanCC BY-SA 3.0, via Wikimedia Commons


Ontario Teachers' Pension Plan: Finding investment opportunities in a challenging environment

In a recent interview with the Financial Post, Ontario Teachers' CEO Jo Taylor sat down with journalist Barbara Shecter to discuss Ontario Teachers' investment strategy and how the organization is finding opportunities in a challenging environment.

The article touches upon some of the issues affecting investors since early 2020, including the pandemic, economic turbulence and the Ukraine-Russia war. Despite these conditions, Ontario Teachers' continues to generate positive returns for its members. Last year while stocks and bonds fell in most markets, Ontario Teachers' had a one-year net return of 4%, almost double its 2.3% benchmark return. Its assets grew to $247.2 billion, edging closer to the goal of $300 billion in net assets by 2030. Read more here.

Forbes.com: Britain Kills Microsoft-Activision Deal, And Hurts The UK’s Reputation

By SIMON CONSTABLE

Britain’s bureaucrats have done it again. They’ve helped snatch defeat out of the jaws of victory.

The decision by Britain’s Competition and Markets Authority (CMA) to quash Microsoft Inc’s planned takeover of video game maker Activision Blizzard ATVI 0.0% is just the latest fumble by the UK government. And together with a similar action by another British government agency, it could have a lasting and detrimental impact on the UK economy unless something changes soon. The action also trashes the Brexit promise of a more benign regulatory environment. Read more here.

Mike MozartCC BY 2.0, via Wikimedia Commons