Rich and poor are well-defined, but the middle is a muddle of special situations.
Slow growth in most financial assets pushes investors toward equities.
The speed, size and real economic impact of a looming Fed interest rate liftoff may be smaller than expected.
Monetary easing and a potential oil price reversal suggest inflation could be on the rise by late 2015.
Pieter Bottelier tells us why a hard landing is unlikely despite the recent slowdown.
If the Fed waits to meet its own criteria, a rate rise will be a long way off.
Can robotics help China’s manufacturing industry stay competitive despite rising labor costs?
An update of our November 2014 interview with Peter Goodburn.
What reader response to past Commentaries tells us about 2015.