Film review: Boom Bust Boom

A pertinent reminder that financial crises tend to share similar features, yet we keep on repeating the mistakes of the past A seemingly endless number of post-crisis studies have been released in recent years. These have ranged in format, from accessible feature films (J.C. Chandor’s Margin Call) to documentaries (Michael Moore’s Capitalism: A Love Story) to a heap of books, some academic (This Time Is Different by Carmen Reinhart and Kenneth Rogoff) and others targeted at a slightly wider audience (Andrew Ross Sorkin’s Too Big to Fail, Michael Lewis’s The Big Short on which the recent film of the same … Continue reading Film review: Boom Bust Boom

Crisis or not?

By Luisa Porritt Global growth disappointed last year, and market sentiment is being driven by fears it will remain weak or even weaken through 2016. The factors worrying stock market investors are hardly new. For years there has been talk of China suffering from a hard landing, and its transition from a manufacturing-based economy to one that is services oriented is now becoming apparent. Markets are figuring out how to price that shift in and to what extent this will continue to impact global demand. Part of the uncertainty will be around timing: how long will this process take? What … Continue reading Crisis or not?