24/03/2025 Central banks on hold as uncertainty mounts Central banks on hold as uncertainty mounts - In light of rising economic headwinds from uncertainty around global trade, the Fed kept a wait-and-see...
16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
4/12/2023 A November to remember November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
