Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
Equity
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Article
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Podcast
Electrification and AI turbocharge clean...
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…
30/01/26
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Article
That’s so early-January 2026!
Not so long ago, investors were assessing the significance of the arrest of Venezuelan President Nicolás Maduro. That now seems like…
23/01/26
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Podcast
The AI angle to Indian...
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence…
23/01/26
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Article
Monthly Market Views: Fixed income...
Rates and credit returns come together in corporate bond market Corporate bond returns are comprised of a risk-free yield and…
16/01/26
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Article
China’s persistent deflation constrains market...
Inflation in China accelerated at its fastest pace in nearly three years in December, primarily driven by higher food prices.…
14/01/26