Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
China
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Graph
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Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24
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Article
Weekly Market Update – Too...
Most recent data has pointed to steady or improving growth, but therefore steady or deteriorating inflation. This has been a…
03/06/24
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Video
Webcast – Unpacking recent global...
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
30/05/24
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Article
Is China’s Politburo finally putting...
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24
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Article
Weekly Market Update – Global...
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24