- 20 Aug 2024
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
- 14 Aug 2024
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
- 13 Aug 2024
The manufacturing winners of the last 20 years such as China and Korea look set to be challenged by the next generation of emerging markets (NGEN).
- 12 Aug 2024
Economic uncertainty creates active investing opportunities – how asset managers can thrive in the new world of higher rates, greater dispersion and heightened volatility.
- 08 Aug 2024
There is a dividing line between job risk and job pay – or, in the markets, company quality and company price.
- 08 Aug 2024
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
- 07 Aug 2024
Inflation's mixed signals in 2024 create uncertainty for investors, with services costs remaining high while goods prices cool.
- 06 Aug 2024
Is it time for the Federal Reserve to bring down interest rates? Debate intensifies over whether delaying rate cuts could risk tipping the economy into recession.
- 05 Aug 2024
Discover how strategic investments in the oil sector can unlock significant value amidst the evolving energy landscape.
- 05 Aug 2024
The upcoming US election could significantly impact the financials sector, with potential regulatory changes having far reaching consequences.
- 02 Aug 2024
Discover how base metals like copper, nickel, and aluminium are essential to the global renewable energy transition, presenting lucrative investment opportunities.
- 29 Jul 2024
Applying exclusions is typically considered as one of the most straightforward approaches but does it align with client values?
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