The case for US small-cap...
At the start of the final quarter of 2023, many small-cap stocks are trading at a significant discount to their…
29/09/23
Front of mind
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Article
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Article
Chart of the Week -...
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
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Article
Weekly Market Update – Near-term...
The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish…
28/09/23
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Article
The renminbi’s creeping internationalisation (IV):...
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23
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Article
Chart of the Week -...
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
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Article
Weekly Market Update – Higher...
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
21/09/23