Lars Kreckel

Global Equity Strategist

Lars Kreckel
Lars is not your average German: he owns the house he lives in, has two children and drives Japanese cars (one electric). Maybe that’s also why he covers equities rather than bonds?

Other articles by Lars Kreckel

Why did markets rally, and can it be sustained?
Markets and economics

Why did markets rally, and can it be sustained?

Last week's small inflation miss led to a big market reaction, reflecting hopes that we're near t...
By Christopher JefferyLars Kreckel
15 Nov 2022
3 min read
Podcast: Q3 earnings – what we’ve learnt from the hits and misses
Lars Kreckel
Markets and economics

Podcast: Q3 earnings – what we’ve learnt from the hits and misses

With the Q3 season in full flow, we dig into S&P earnings data to find out how US companies are...
By Lars Kreckel
03 Nov 2022
1 min read
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
By Tim DraysonLars KreckelChristopher Jeffery
13 Jul 2022
3 min read
Have equities already bottomed out?
Lars Kreckel
Markets and economics

Have equities already bottomed out?

Following the dismal year-to-date performance of the US equity market, we consider whether...
By Lars Kreckel
07 Jun 2022
4 min read
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
By Tim DraysonLars Kreckel
27 Apr 2022
4 min read
Allocations for inflation (part 6): equities
Lars Kreckel
Investment strategy

Allocations for inflation (part 6): equities

In the final part of our series on the asset allocation response to inflation, we look at equitie...
By Lars Kreckel
22 Apr 2022
3 min read
An investor’s guide to the metaverse
Lars Kreckel
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
By Lars Kreckel
13 Apr 2022
5 min read
Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
What is the metaverse, and is it really the next big thing?
Lars Kreckel
Equities

What is the metaverse, and is it really the next big thing?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is...
By Lars Kreckel
23 Feb 2022
5 min read

Authors from the same team (32)

Josh Logan

Josh Logan

Josh originally joined the team in June 2016 as an intern and saw drama from the outset, with wee...
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Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Aristide Goualin

Aristide Goualin

After working as a Client Manager in a previous life, Ari is now an Investment Specialist in the...
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