Hints and tips:
Related Special Reports
...When faced with a 20 per cent quarter-on-quarter slump in deliveries there are not enough costs to cut, and while consensus forecasts have been grinding lower, they’re probably not low enough....
...It is one thing to note that there seems to have been a regime change in valuations sometime in the 1990s, so that using very long-term valuation averages to argue that stocks are too expensive today is...
...You could argue that private asset managers — the “volatility launderers”, to use your term — make it easier to be rational in the face of long-term mispricing, by making it impossible to overreact to every...
...a fundamental tenet of good corporate governance and may potentially cause further detriment for long-term investors and the savers served by fund managers and pension funds....
...The economy’s “long-term positive fundamentals have not changed, and China’s ability and determination to maintain good sovereign credit have also not changed”....
...(The last of these is probably true, though whether that’s going to work in the long run is a different matter.)...
...We’re starting to see the European trend come into the UK market,” he says. But after a recent market study, Together decided not to launch a long-term fixed product....
...worsen the public debt trajectory in the medium term....
...“We’ve got a long-term problem [climate change] but we still look at investment in a pretty short timeframe,” explains Alexander....
...The European Commission estimates an additional 1.6mn long-term care workers will be needed in the EU by 2050....
...I totally agree about keeping the focus near term. Where can we go in five years with radiomics, robotic process automation, Crispr gene editing, technology in primary care?...
...Meanwhile, big caps trade way above their own long-term average (green). That goes a long way to explaining Robin’s long-term price return chart. Does the valuation shift have to reverse? Nope....
...Instead, inflation came in strong in services categories that have looked persistently hot for a while: shelter, medical care and auto services....
...“We didn’t care so much about this in 2019 when the cost of polluting in the EU was cheaper, but now we are thinking ‘oh dear’.”...
...Greater user choice may sound fine in theory, they argue, but it will challenge fundamental aspects of how services work....
...And they're looking at giving their bricks as long a life as possible, working out how people can resell, recycle, and reuse them....
...Yet for long-term regulatory and political reasons, component manufacturing might be most optimal when performed in-house....
...But yeah, the real sort of near-term trigger for things going a little bit bonkers in the oil market is the elephant in the room, which is the Middle East, right?...
...Ethan WuAnd look, right, maybe we build more charging stations in the US and it ends up being fine in the long run, but at least in the short term, it’s a serious concern for Tesla and Tesla investors....
...How much benefit users will see in terms of extra choice is still an open question....
...Everyone says I should care. Not as a human being — I’ve got four young kids for goodness sakes — but as an investor. I’m forever being told in meetings these days “we’re all geopolitics experts now”....
...“The retail investor just sees that ‘Oh, you got $40mn of funding and you’re going to be able to increase product lines, and better revenues mean the company fundamentals will go up’,” said Mark Basile,...
...“We’re positioning the company for the long-term health of the business and the market doesn’t necessarily operate that way,” she said....
...We need to care about the polar regions because what happens there doesn't stay there. Sea ice is fundamental in helping drive the circulation patterns....
...in case they need to pay for our long-term care....
International Edition