10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...
29/07/2024 Benefit from the EM story through India Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.
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 As NATO leaders convene, Geopolitics in focus for investors with US elections heating up. Understand the implications of global strategies and political...
8/07/2024 Equities at all-time highs Discover insights into the unprecedented rise in equities, with 18 of the 23 biggest markets reaching all-time highs in the first half of the year.