Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...

The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

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.

The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.

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...

The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...

Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...

Buybacks - A multi-perspective review and thoughts on best practices for company buyback policies

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.