Opinion
Expert commentary and provocative perspectives on the forces shaping finance, markets, and economic policy around the world.
Central Bank Independence Is Facing Its Greatest Test
Political pressure on monetary authorities is mounting globally. The erosion of central bank autonomy could reshape inflation dynamics for a generation.
Is Passive Investing Creating Market Distortions?
The rise of index funds has transformed market structure. Critics argue it's creating inefficiencies that could have lasting consequences.
Why Traditional Risk Models Are Failing Modern Portfolios
The assumptions underpinning decades of portfolio management are breaking down. Here's what investors need to understand about the new risk landscape.
The Psychology of Financial Decision Making
Behavioral economics reveals why we make irrational financial choices and how to overcome cognitive biases in investing.
Insurance Markets Are Finally Pricing Climate Risk
After years of losses, property insurers are repricing coverage to reflect actual climate exposures.