So far, only uncertainty is...
The year has only just begun, yet it has already brought numerous surprises. These have done nothing to calm a…
21/01/26
Macroeconomics
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Article
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Article
World Bank lifts global GDP...
The global economy is proving more resilient than expected despite persistent tensions over trade and policy uncertainty, according to the…
19/01/26
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Article
Game of thrones (and oil...
I listened to a podcast last week that opened with the statement: “What a year last week was.” There has…
16/01/26
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Article
Stocks enjoy strong start to...
Global stocks enjoyed a strong start to 2026 with several markets reaching highs. The Dow Jones Industrial Average closed at…
12/01/26
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Podcast
Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
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Article
A brief reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as…
08/01/26