In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are…
07/05/24
“In recent months, there has been a lack of further progress toward the 2% inflation objective”. This additional sentence in…
02/05/24
Asia Pacific produces nearly half the world’s greenhouse gas emissions, according to a 2023 World Economic Forum white paper, making…
01/05/24
Surging inflation brought an end to the decade-long era of low bond yields. In the decade ahead, we believe bond…
01/05/24
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers…
30/04/24
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24
