Klement on Investing

What happens when a country (e.g. most recently Sweden and Finland) joins NATO? You’d think not much, except in defence matters, where a new member now enjoys the protection of its allies but also has to meet certain defence spending criteria. In truth, much more happens.

Once countries are tied via a military alliance, private businesses realise two things. First, the ...

My latest opinion piece for Reuters is out this morning. This time, I take 800 words to write about one particular chart that really scares me and that every investor should know about. Hint, it’s the fifth chart in the article…

LONDON, Sept 14 (Reuters) - As

I don’t have to tell anyone living in Europe in the summer of 2026 that extreme weather events are becoming more frequent. A couple of months ago, I wrote about a study on how these events impact four major European economies. Now, a new study by the IMF sheds...

By now, most people who read these posts will be painfully familiar with the signs of AI-generated text. The m-dashes and the familiar ‘it’s not x, but y’ sentence structure, and so many other telltale signs of a text written by a machine rather than a human being.

I can assure you, as someone who doesn’t like that kind of anodyne generic stuff, that everything you read...

Everywhere you go in Europe and the UK, people complain about the lack of affordable housing. Especially in major cities like London, Paris, and Madrid, the supply of houses has become so low compared to demand that younger people often can no longer afford to get on the property ladder without some help from ‘the bank of mom and dad’. Bad luck if you don’t have wealthy paren...