Weekly market update - Financial...
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22
With US yields near 4%, we took profits on our US duration underweight, lifting government bond and US bond allocations…
06/10/22
The degree and speed of monetary policy tightening in developed markets triggered renewed selling of equities and a further sharp…
29/09/22
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the…
26/09/22
Since the Jackson Hole economic symposium in late August, things have quickly escalated: Hawkish decisions and comments from US policymakers…
22/09/22
David Choa, head of Greater China Equities, talks about investment opportunities and the application of environmental, social and governmental (ESG)…
20/09/22