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Investment Management
Taking a hybrid approach to energy
What does rising energy security concerns mean for renewable and conventional energy?
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Investment Management
Three standout themes this European earnings season
When valuations and expectations are sky high, any bad news can shake investors’ confidence.
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Investment Management
Through the lens of a CIO
Lots of comparisons are being made between current markets and the 1990s, while private markets gain increasing focus.
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Investment Management
US economy continues to surprise on the upside
The US economy’s strength in recent months is broad-based, with strong growth in all subcategories of GDP. Will this continue?
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Investment Management
Is it time to invest in gold stocks?
Over $15bn has flowed out of precious metals exchange-traded funds (ETCs) over the past year, but should investors be looking at gold again?
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Investment Management
Potential for a 'standout year' for cloud, cybersecurity, 5G and genomics.
There are clear tailwinds for technology themes in 2024.
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Investment Management
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Investment Management
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic recovery, technological advancements, and supportive fiscal policies.
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Investment Management
Three ways to assess the current market
Disruption could extend the current bull market, with high-bandwidth memory a hot area for AI growth. Plus, find out why a Fed rate cut could benefit your portfolio.
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Investment Management
Are metals necessary for the energy transition?
Transition metals are becoming increasingly important in portfolios because they will play a vital role in the energy transition.
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