David Woo's Comment & Analysis
A complete archive of David Woo's articles, including current analysis & comment.
Active investing has become a dirty word over the past ten years.Study after study shows that actively managed funds have consistently underperformed their benchmarks, especially when it comes to...
Geopolitical risks are on the rise.While this has had limited impact on financial markets so far, history tells us that this can change on a dime: geopolitical risks don’t matter until they...
George Orwell once said about social hierarchy: “All animals are equal, but some animals are more equal than others.” This is equally true about financial markets, with some markets more...
Financial markets seem to be operating under the assumption that COVID is under control and the pandemic is fading.
Charts: courtesy David Woo
Over the past six weeks, investors have been celebrating...