Talking Heads Assessing turning points in the equity outlook
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent…
16/10/24
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Insights 1776
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Podcast
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Article
Weekly Market Update US exceptionalism
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Article
Monthly Market Viewpoint The rise and fall
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…
14/10/24
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Graph
Graph of the Week China spillover has become a trickle
Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…
09/10/24
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Podcast
Talking Heads Green and social bonds: a fully grown market
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors,…
08/10/24
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Article
Equity Outlook Its the economy
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…
07/10/24
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Article
Weekly Market Update Too much information
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Graph
Graph of the Week China acts to solve sticky deflation
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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Article
Chinas recovery, is it for real this time?
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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Podcast
Talking Heads European small caps to outdo large caps
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24