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

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
Tuning into the FM signal
Lars Kreckel
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
By Lars Kreckel
27 Jan 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Omicron and markets: what we are watching
Lars Kreckel
Investment strategy

Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.  
By Lars Kreckel
29 Nov 2021
2 min read

Authors from the same team (32)

Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
More about this author
Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
More about this author
Emiel van den Heiligenberg

Emiel van den Heiligenberg

Emiel is responsible for the overall strategic direction of the team’s investment and business...
More about this author