August 5, 2024
GLOBAL CREDIT BULLETS | Monday, 5 August 2024
Markets – Bad news is bad newsMarkets are turning weaker as recession fears mount. Weak manufacturing data in Europe, rising...
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July 31, 2024
GLOBAL EQUITY BULLETS | Wednesday, 31 July 2024
Political developments – Trading or investing?Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris, who...
Keep readingJuly 29, 2024
GLOBAL CREDIT BULLETS | Monday, 29 July 2024
Fed Preview – Hints for cutsThe Fed will keep rates unchanged but likely to open the door to a first rate cut...
Keep readingJuly 25, 2024
Clean Alpha | Not Just Another Brick in the Wall
Download Future buildings will be structures that minimise their environmental impact and enhance the health and wellbeing of their occupants....
Keep readingJuly 22, 2024
GLOBAL CREDIT BULLETS | Monday 22 July 2024
US Elections – Trumping marketsEarly last week, former President Donald Trump released an interview discussing the plan for US, shall...
Keep readingJuly 15, 2024
GLOBAL CREDIT BULLETS | Monday, 15 July 2024
US – September cut in sightInflation surprised to the downside last week, as headline prices fell by -0.1% MoM and...
Keep readingGLOBAL CREDIT BULLETS | Monday, 8 July 2024
France – Hung parliament but extremes avoidedThe left-wing NFP alliance surprisingly won the second round of French elections with 182...
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July 4, 2024
Mid-Year Updates 2024 | Equity: themes for the future.
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
Keep readingJuly 3, 2024
GLOBAL EQUITY BULLETS | Wednesday, 3 July 2024
European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
Keep readingJuly 1, 2024
GLOBAL CREDIT BULLETS | Monday, 1 July 2024
France – Hung parliament most likelyLe Pen’s far-right RN won the first round of French elections with 33.2% of the...
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June 27, 2024
Mid-Year Updates 2024 | Credit: a bond picker market.
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
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