The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23
Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s…
26/09/23
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
21/09/23
Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the…
14/09/23
The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and concerns over…
07/09/23
