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How AI megacaps are creating investment opportunities
AI megacap companies are reshaping the investment landscape by driving market growth and creating new opportunities for investors. Professional investors only.
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Assessing oil and gas emissions: what investors need to know
How can investors effectively assess emissions data and targets from oil and gas companies?
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Key considerations for global equities beyond the US election
What key trends could shape global equities beyond the 2024 US elections?
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Financial regulation and the 2024 US election
How will the 2024 US election influence financial regulation, bank capital rules, and industry scrutiny?
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Understanding market dynamics during election season
Investors face a complex landscape as a highly concentrated equity market coincides with contentious elections, creating both challenges and opportunities. Professional investors only.
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UK Budget outlook: spending, taxes, and borrowing
What can the UK expect from the first Budget under the new Labour government?
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The financial risks of climate change: Which sectors are most exposed?
Which sectors are most at risk as climate change accelerates, and who will bear the financial burden?
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BoE base rate moves: What do they mean for cash?
The Bank of England's rate cut in August 2024 appeared to signal a shift in monetary policy, but the recent decision to hold the base rate at 5% in September has added a degree of uncertainty.
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Market swings in Japan: Risks, rewards, and strategies
More volatility is expected in the Japanese market—should investors embrace it or steer clear? Professional investors only.
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Fed starts with a 50bps rate cut: How will markets respond?
The Fed’s bold 50bps rate cut marks a pivotal shift—what could this mean for markets and the broader economy? Professional investors only.
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The future of the Inflation Reduction Act under a Republican presidency
Could a Republican victory in the US elections put the Inflation Reduction Act at risk?
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Why duration matters more than ever in fixed income markets
How are second-round effects influencing fixed income markets, and why is duration under scrutiny as 2024 progresses? Professional investors only.
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