Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
24/02/25
China
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Podcast
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Podcast
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and…
29/01/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model (LLM) apparently…
29/01/25
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Graph
Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25
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Article
Weekly Market Update – Rate-cut...
Although the incoming Trump administration has set adrift a raft of uncertainties for markets, recent economic data and policy signals…
03/12/24
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Article
Weekly Market Update – Shockwaves
The shockwaves from the surprising results of the US election continue to roil markets. Listen to the article If…
20/11/24