Chinese equities – Back in...
The Chinese stock market presents a landscape that differs from what macroeconomic readings tell us about the shape of the…
02/04/25
Equity
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Article
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Graph
Graph of the Week –...
Chinese stocks have posted strong returns this year. After a number of false dawns following earlier stimulus packages from policymakers,…
01/04/25
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Article
How screening for sustainability affected...
The effects of adjusting equity indices to exclude worst-ranked stocks based on sustainability-related criteria varies depending on the type and…
24/03/25
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Podcast
Talking Heads – Long-term trends...
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role…
19/03/25
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Article
Valuations expansion in the US...
The US equity market posted exceptional returns over the decade that ended in 2024. However, a large proportion of the…
17/03/25
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Graph
Graph of the Week -...
As noted in our latest Monthly Market Viewpoint, one of the biggest surprises during the first quarter of 2025 has…
14/03/25