In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

The Talks outlines the recent developments in French politics and implications for investors

Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.

China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities

Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.

The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...

The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.

Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Understanding the latest UK budget and its main political, social and market implications

To understand how the stagflationary environment in Europe affects the region's markets.

We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...