22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
15/07/2024 Geopolitics in focus as NATO leaders meet Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
8/07/2024 Equities at all-time highs 18 of the 23 biggest Equity markets have hit all-time highs in the first half of this year.
1/07/2024 Indian bonds go global Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key...
24/06/2024 French markets amid snap elections Political uncertainty can amplify short-term market movements. However, markets tend to recover once the political situation clarifies and the focus comes...
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.