War, oil rollercoaster and market...
Despite US President Donald Trump’s on-again off-again mercurial policy, equity markets want to move onfrom the Iranian war and its…
29/05/26
China
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Article
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Podcast
China: Tech self-sufficiency drive bodes...
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines…
21/05/26
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Article
Seeking diverse exposure to emerging...
By Daniel Dornel, Head of ETF Research There is a myriad of reasons to consider constructing an emerging markets (EM)…
12/05/26
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Article
Monthly Market Views: Fixed income...
Rate expectations Fixed income performance has been inversely correlated to duration since the start of the Middle East conflict. The…
07/05/26
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Article
Beyond the US-Iran conflict –...
US President Donald Trump extended indefinitely the US ceasefire with Iran on 21 April, citing internal divisions in Iran. This…
04/05/26
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Article
What is happening to Gold...
Gold price is still down from its pre-US/Iran-war levels (Exhibit 1) while many other asset classes have retraced their losses.…
28/04/26