The gold rush
Since the outbreak of conflict in the Middle East and disruptions to global maritime trade through the Red Sea, gold…
04/04/24
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Insights 1758
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White paper
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Graph
Graph of the Week An upswing in Chinas manufacturing activity
Data published on 1 April showed China’s manufacturing activity expanded at the fastest pace in over a year in March.…
03/04/24
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Article
Hopes for a virtuous inflation cycle fuel optimism on Japan
Investor optimism that Japan is finally moving from a long-running debt-deflation spiral to a ‘virtuous’ inflation cycle has pushed its…
03/04/24
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Podcast
Talking Heads Money market funds have further to go
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be…
02/04/24
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Article
Weekly Market Update Theres still no rush for the Fed
Governor Waller, a policymaker at the US Federal Reserve, has developed a knack of guiding markets with his speeches. In…
02/04/24
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Podcast
Talking Heads US stocks: small is also beautiful
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…
27/03/24
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Graph
Graph of the Week Connecting the dots on US rates and growth
Forecasts by the US Federal Reserve (Fed) for inflation and growth are central to what markets expect the course of…
27/03/24
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Article
Weekly Market Update Doves! Ready for take-off?
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Article
Quenching the semiconductor industrys thirst
Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy, writes Justin Winter, Senior…
25/03/24
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Graph
Graph of the Week Foreign direct investment returns to China
China saw USD 17.5 billion in foreign direct investment (FDI) coming into the country in the fourth quarter of 2023,…
21/03/24