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
China
-
Graph
-
Article
Weekly Market Update – On...
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25
-
Article
What’s new from China’s National...
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25
-
Graph
Graph of the Week –...
Higher-than-expected inflation data for January has stirred investor concerns over a possible revival of price pressures in the US, but…
28/02/25
-
Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25
-
Article
Weekly Market Update – Well,...
Contrary to expectations (or hopes) that President Trump would move slowly in his pursuit of higher tariffs, he announced over…
05/02/25