Monthly Market Viewpoint The rise and fall
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…
14/10/24
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Insights 1758
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Article
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Graph
Graph of the Week China spillover has become a trickle
Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…
09/10/24
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Podcast
Talking Heads Green and social bonds: a fully grown market
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors,…
08/10/24
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Article
Equity Outlook Its the economy
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…
07/10/24
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Article
Weekly Market Update Too much information
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Graph
Graph of the Week China acts to solve sticky deflation
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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Article
Chinas recovery, is it for real this time?
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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Podcast
Talking Heads European small caps to outdo large caps
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
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Article
Levelling up: Our roadmap addressing inequality
The inequitable distribution of income, wealth, and well-being has reached a crisis point – even in wealthy countries. Inequality underpins…
01/10/24
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Article
Weekly Market Update Linking deflation in China and the global rate cut cycle
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24