Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
04/08/26
Location London
Joined 2015
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
04/08/26
By Daniel Morris, Chief Market Strategist With about half the companies in the S&P 500 having reported second quarter earnings,…
31/07/26
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards…
30/07/26
The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly…
24/07/26
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head…
23/07/26
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS* ETF beyond €3 trillion…
16/07/26