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Insight

Wed 18 Oct 2023
Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Wed 18 Oct 2023
Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs...
Thu 28 Sep 2023
In an era of ageing and shrinking workforces, companies must invest in and embrace...
Fri 11 Aug 2023
A look back on markets in July, when emerging market shares outperformed.
Wed 09 Aug 2023
Last week’s bond yield jump and stock tumble underscore we’re in a new regime of...
Sun 09 Jul 2023
Though investors crave certainty and specific guidance, the strong behavioural...
Wed 24 May 2023
The best-performing sectors in 2019 and 2020 were the worst in 2021 and 2022, and...
Wed 24 May 2023
Income is back as a portfolio driver as we see interest rates staying high in the...
Tue 23 May 2023
Big tech has enjoyed a resurgence this year. Seven large US companies (Apple,...
Sun 14 May 2023
The best offence is often defence with a focus on quality companies one way to...
Tue 09 May 2023
Patience is a virtue! How many times was I told that in my youth? Well, patience in...
Tue 02 May 2023
Stocks and bonds have both rallied this year. Some see this as reason to return to...
Sun 16 Apr 2023
These changes have important knock-on implications for corporate behaviour and are a...
Wed 05 Apr 2023
Asia is a diverse region with many different economies, of which each market is in...
Mon 03 Apr 2023
It’s key not to lose sight of such profound policy developments amid market...
Mon 27 Mar 2023
Inflation is expected to decline in 2023 but is unlikely to reach the level...
Tue 21 Mar 2023
Silicon Valley Bank (SVB) failed on Friday 10 March, sending markets into a tailspin...
Tue 21 Mar 2023
We expect central banks to keep hiking to fight higher inflation – not come to the...
Fri 17 Mar 2023
In this brave new world, there continues to be a growing appetite for investing in a...
Tue 14 Mar 2023
Common sense suggests this will precipitate volatile and unpredictable outcomes. As...
Tue 14 Mar 2023
We think earnings offer little support – expectations for this year are still too...
Tue 07 Mar 2023
The reversal in risk sentiment was driven by a more resilient growth outlook in many...
Tue 07 Mar 2023
We don’t see the outperformance lasting: The market’s focus is shifting to sticky...
Wed 01 Mar 2023
Alongside the ongoing devastating human consequences of Russia’s shocking invasion...
Mon 27 Feb 2023
We believe value stocks can resume their climb as major central banks keep interest...
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