Weekly Market Update – The...
Financial markets are pricing in a cycle of widespread interest rate cuts. November’s US presidential election is now becoming the…
02/09/24
Emerging markets
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Article
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Graph
Graph of the Week –...
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
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Graph
Graph of the Week –...
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24
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White paper
What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
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White paper
Mid-year investment update – Navigating...
The US economy is still headed for a soft landing, even if views on the speed and timing of the…
08/07/24
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Article
Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24