August 26, 2024
GLOBAL CREDIT BULLETS | Monday, 26 August 2024
Jackson Hole – The time has come Last week, Fed Chair Jerome Powell came with a rather dovish message at...
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August 6, 2024
Recent market turmoil: a positioning shake-up.
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
Keep readingAugust 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...
Keep readingJuly 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Political developments – Trading or investing?Joe Biden has withdrawn from the 2024 presidential race, endorsing Vice President Kamala Harris, who...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,...
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