Weekly market update – Will...
Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…
11/08/22
Front of mind
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Article
Skies clear for billion-dollar US...
A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending…
09/08/22
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Article
The Hong Kong dollar peg:...
The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…
08/08/22
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Weekly market update – Diverging...
On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in…
04/08/22
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Asset allocation monthly – Four...
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22
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Weekly market update – Worrywarts...
Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult…
28/07/22