Whats new from Chinas National Peoples Congress?
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25
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Insights 1758
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Article
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Podcast
Talking Heads US small caps: looking beyond the near-term uncertainties
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Investors are…
05/03/25
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Video
What makes US large-cap stocks so attractive right now?
US large-cap companies – already a market segment that stands out in terms of capital appreciation in recent years –…
04/03/25
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Graph
Graph of the Week US versus China: inflation
Higher-than-expected inflation data for January has stirred investor concerns over a possible revival of price pressures in the US, but…
28/02/25
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Article
What to do next now that the 1.5C threshold has been breached
2024 was the hottest year on record according to the World Meteorological Organization, and the first calendar year in which…
27/02/25
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Podcast
Talking Heads Navigating ESG investing with ETFs
Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with…
26/02/25
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Video
Disruptive technology A positive 2025 outlook
IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology…
24/02/25
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Article
Weekly Market Update Rate cuts, rate hikes, tariffs and AI news
US growth has remained resilient, though so has inflation. With US growth-inflation risks seemingly in balance, the US Federal Reserve…
24/02/25
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Graph
Graph of the Week Room for fiscal expansion in Germany
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Article
Weekly Market Update Moving fast and breaking things?
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25